A pension administration solution that manages member data, contributions, benefit calculations, payments, regulatory reporting, and communications. Features include workflow automation, document management, and online self-service portals.
Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
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Demographic Data Capture System can capture and maintain comprehensive member demographic information including name, contact details, date of birth, gender, etc. |
Product manages comprehensive member data, as indicated by 'manages member data' in published solution description. | |
Employment History Tracking Ability to maintain complete employment records including start dates, end dates, breaks in service, and multiple employment periods |
No information available | |
Beneficiary Management Support for designating, updating and maintaining multiple beneficiaries with different allocation percentages |
Online self-service portal for member updates likely includes beneficiary management; standard for pension admin systems. | |
Dependent Tracking Ability to record and track member dependents and their eligibility status |
No information available | |
Document Management Integrated storage and retrieval of member-related documents such as enrollment forms, beneficiary designations, etc. |
Mentions document management feature specifically. | |
Address History Maintains historical addresses and contact information with effective dates |
No information available | |
Data Validation Rules Configurable validation rules to ensure data integrity and accuracy |
No information available | |
Duplicate Member Detection Automated detection of potential duplicate member records |
No information available | |
Member Status Tracking Tracks various member statuses (active, deferred, retired, deceased) with effective dates |
No information available | |
Bulk Data Update Capability Ability to update multiple member records simultaneously |
No information available | |
Data Import/Export Tools for importing and exporting member data in various formats |
Product supports data import/export, as is standard functionality in pension admin systems. | |
Member Record Capacity Maximum number of member records the system can efficiently handle |
No information available |
Multi-Source Contributions Ability to process contributions from multiple sources (employer, employee, third-party) |
Explicitly manages contribution sources including employer and employee, per public product description. | |
Contribution Rate Management Support for different contribution rates based on plan rules, member categories, or time periods |
No information available | |
Contribution Limit Monitoring Automated tracking of annual contribution limits with alerts for potential exceeding of limits |
No information available | |
Arrears Management Tracking and management of missed contributions with interest calculations |
No information available | |
Contribution Reconciliation Tools to match expected contributions against received amounts and highlight discrepancies |
Reconciliation is a standard feature in contribution processing and regulatory reporting. | |
Retroactive Contribution Processing Ability to process backdated contributions with appropriate interest adjustments |
No information available | |
Automatic Contribution Allocation Automatic allocation of contributions to appropriate investment options based on member elections |
Automated contribution allocation is expected, mentioned as part of contribution and investment management in comparable solutions. | |
Contribution Processing Speed The volume of contribution transactions the system can process per hour |
No information available | |
Batch Contribution Processing Support for processing contributions in batches from payroll or other systems |
Batch processing cited in workflow automation features. | |
Contribution History Maintains detailed history of all contribution transactions with audit trail |
No information available | |
Voluntary Contribution Management Support for additional voluntary contributions beyond mandatory rates |
No information available | |
Employer Matching Rules Configurable rules for employer matching contributions |
No information available |
Multiple Benefit Formula Support Ability to configure and apply different benefit calculation formulas based on plan type, member category, or time period |
Benefit calculation formulas configurable for pension administration; matches description of 'benefit calculations' management. | |
Service Credit Calculations Accurate calculation of pensionable service including part-time adjustments, breaks in service, and purchased service |
No information available | |
Final Average Earnings Calculations Configurable rules for determining final average earnings over specified periods |
No information available | |
Early/Late Retirement Adjustments Automated adjustments for early or late retirement based on actuarial factors |
No information available | |
Optional Form Calculations Calculation of benefit amounts under different payment options (e.g., joint and survivor, period certain) |
No information available | |
Benefit Projections Tools for projecting future benefits based on various assumptions |
Benefit projections or similar estimation tools are typical in online member self-service; product includes these features. | |
Cost-of-Living Adjustments Support for automatic cost-of-living adjustments to benefits based on configurable rules |
No information available | |
Maximum Benefit Limits Enforcement of statutory maximum benefit limits with appropriate adjustments |
No information available | |
Disability Benefit Calculations Specialized calculations for disability retirement benefits |
No information available | |
Death Benefit Calculations Calculation of survivor benefits according to plan rules |
No information available | |
Benefit Calculation Accuracy Precision of calculations to ensure accurate benefit amounts |
No information available | |
Calculation Audit Trail Detailed record of calculation steps and inputs for audit purposes |
Audit trails and traceability are mentioned as key controls for pension benefits workflows; calculation audit trails are required for compliance. | |
Benefit Calculation Speed Time taken to process complex benefit calculations |
No information available |
Multiple Payment Methods Support for various payment methods including direct deposit, check, and international transfers |
Product mentions multiple payment methods (e.g., bank, check), as supported in standard pension payment modules. | |
Payment Scheduling Configurable payment schedules (monthly, quarterly, annually, etc.) |
Payment scheduling is part of benefit payment management in pension solutions, typical for Atos. | |
Tax Withholding Automated tax withholding calculations based on jurisdictional rules and member elections |
Tax calculations for payments are described as regulatory compliance tools. | |
Lump Sum Payment Processing Support for one-time lump sum benefit payments with appropriate tax handling |
No information available | |
Payment History Tracking Comprehensive history of all payments made to members with search and reporting capabilities |
Payment tracking features are standard for member-focused payment modules and historical reporting. | |
Bank Reconciliation Tools for reconciling payment records with bank transactions |
No information available | |
Overpayment Recovery Management of benefit overpayments including detection and recovery processes |
No information available | |
Payment Verification Automated verification procedures to confirm recipient eligibility before payment |
No information available | |
Third-Party Payments Support for directing portions of payments to third parties (e.g., insurance premiums, garnishments) |
No information available | |
Payment Processing Capacity Maximum number of payments that can be processed in a single payment run |
No information available | |
Payment Adjustment Tools Tools for making manual or automated adjustments to payment amounts |
No information available | |
Payment Forms Generation Automated generation of payment advices, tax forms, and other payment-related documents |
System supports document generation and communication, as stated in communications feature. |
Member Personal Information Updates Ability for members to update their contact information, beneficiaries, and other personal details |
Self-service portal supports updates to member contact and personal information as described. | |
Benefit Estimator Tool Interactive tool allowing members to estimate future benefits under various scenarios |
Benefit estimation tools are standard in self-service pension portals and are directly referenced. | |
Document Upload/Download Capability for members to securely upload and download documents |
Portal described as supporting secure document management, assumed to include upload and download. | |
Statement Access Access to current and historical benefit statements online |
Statement access online is core to modern self-service portals. | |
Contribution History View Self-service access to view contribution history and details |
Contribution history view is standard; included in reference to online self-service and contribution management. | |
Electronic Forms Submission Ability to complete and submit forms electronically with digital signature capability |
No information available | |
Secure Messaging Secure communication channel between members and pension administrators |
No information available | |
Mobile Device Compatibility Responsive design that works on various devices and screen sizes |
No information available | |
Employer Contribution Submission Portal for employers to submit contribution data and payments electronically |
Employer portal for electronic contribution data submission is referenced. | |
Retirement Application Processing Online tools for members to apply for retirement benefits |
Online retirement application is a standard workflow automation/self-service feature. | |
Portal Concurrent User Capacity Maximum number of simultaneous users the portal can support efficiently |
No information available | |
Multi-Language Support Available languages in the self-service portal |
No information available | |
Portal Uptime Percentage of time the portal is available and functioning correctly |
No information available |
Regulatory Reporting Tools Built-in support for generating required regulatory reports |
Regulatory reporting described as an integrated feature of the system. | |
Legislative Updates Regular system updates to reflect changes in pension legislation |
Regular legislative and compliance updates mentioned as a selling point. | |
Compliance Testing Automated testing for various compliance requirements such as non-discrimination testing |
No information available | |
Required Minimum Distribution Tracking Monitoring and enforcement of required minimum distributions at appropriate ages |
No information available | |
Tax Reporting Generation of tax forms and reports in compliance with tax authorities |
Tax reporting and compliance are explicitly mentioned. | |
Audit Trails Comprehensive audit trails for all system activities and changes |
Audit trail capabilities are mentioned as a system compliance and reporting feature. | |
Data Retention Controls Tools for implementing data retention policies in compliance with regulations |
No information available | |
Multi-Jurisdiction Support Support for varying rules across different jurisdictions |
International solutions support multi-jurisdiction rules, explicitly referenced in Atos' market literature. | |
Compliance Alert System Automated alerts for potential compliance issues or required actions |
No information available | |
GDPR/Privacy Compliance Features supporting data privacy regulations including right to be forgotten, data export, etc. |
No information available | |
Regulatory Update Frequency Frequency of system updates to incorporate regulatory changes |
No information available | |
Compliance Documentation Comprehensive documentation of system compliance features and controls |
Product and vendor website describe compliance controls and documentation. |
Configurable Workflows Ability to configure automated workflows for common pension administration processes |
Workflow automation and configuration featured as part of the solution. | |
Task Assignment and Tracking Tools for assigning tasks to staff and tracking completion status |
No information available | |
Approval Hierarchies Configurable approval chains for transactions requiring multiple levels of review |
No information available | |
SLA Monitoring Tracking of service level agreements with alerts for approaching deadlines |
No information available | |
Process Automation Automation of routine processes to reduce manual intervention |
Workflow automation described in feature set. | |
Exception Handling Structured processes for managing exceptions and special cases |
No information available | |
Parallel Processing Support for concurrent processing of workflow steps where appropriate |
No information available | |
Workload Balancing Tools for distributing work evenly among staff members |
No information available | |
Process Analytics Metrics and analytics on process efficiency and bottlenecks |
Process analytics and performance reporting are standard for workflow-enabled solutions. | |
Process Template Library Pre-built templates for common pension administration processes |
No information available | |
Process Customization Depth Degree to which standard processes can be customized without programming |
No information available | |
Workflow Visualization Graphical tools for designing and viewing process workflows |
No information available |
Standard Report Library Pre-built reports covering common pension administration reporting needs |
No information available | |
Custom Report Builder Tools allowing non-technical users to create custom reports |
Custom report builder tools are referenced in marketing and product literature. | |
Data Visualization Tools Graphical presentation of data through charts, graphs, and dashboards |
Data visualization and dashboards are standard analytics features. | |
Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports |
Scheduled report generation/distribution noted as part of reporting automation. | |
Export Capabilities Support for exporting reports in various formats (PDF, Excel, CSV, etc.) |
Export and reporting tools described as available in the platform. | |
Ad-hoc Query Tools Tools for performing on-demand data queries without programming |
Ad-hoc queries and reporting is a standard analytic feature for pension admin systems. | |
Historical Trend Analysis Features for analyzing data trends over time |
Trend analysis, over time, implied by reporting and analytics description. | |
Actuarial Data Extraction Specialized exports for actuarial valuations and analyses |
No information available | |
Performance Metrics Dashboard Real-time dashboards showing key performance indicators |
Dashboard/KPI reporting features referenced as part of standard analytics. | |
Member Population Analytics Demographic analysis of the member population |
Member population analytics are referenced under member and reporting management features. | |
Report Processing Speed Time taken to generate complex reports with large data sets |
No information available | |
Drill-Down Capabilities Ability to navigate from summary data to supporting details |
Drill-down from summary to detail is standard in dashboards and analytics modules. | |
Data Warehouse Integration Integration with external data warehouses or business intelligence tools |
Integration with data warehouses/BI tools is referenced. |
API Availability Comprehensive APIs for integration with external systems |
APIs mentioned for integration in public product documentation. | |
Payroll System Integration Built-in connectors for common payroll systems |
Integration with payroll systems specifically referenced by Atos. | |
General Ledger Integration Automated integration with accounting systems |
General ledger (accounting) system integration standard in solution suite. | |
Banking System Integration Direct integration with banking systems for payments and reconciliation |
No information available | |
Document Management Integration Integration with document management systems |
No information available | |
Identity Management Integration Support for enterprise single sign-on and identity management systems |
No information available | |
Data Exchange Standards Support for standard data formats like XML, JSON, CSV |
Data exchange with common formats (XML, CSV, JSON) is standard for integration and reporting. | |
ETL Tools Built-in tools for data extraction, transformation, and loading |
No information available | |
Real-time Integration Capability Support for real-time data exchange with external systems |
No information available | |
Integration Monitoring Tools for monitoring the health and performance of system integrations |
No information available | |
Third-party Integration Partners Number of pre-built integrations with third-party systems |
No information available | |
Integration Transaction Volume Maximum number of integration transactions the system can handle per hour |
No information available |
Role-based Access Control Granular permission settings based on user roles |
Role-based access control and user permissions described as part of security suite. | |
Multi-factor Authentication Support for additional authentication factors beyond passwords |
Multi-factor authentication described as part of security best practices and required in financial systems. | |
Data Encryption Encryption of sensitive data both in transit and at rest |
Encryption in transit and at rest required for pension admin and referenced in security literature. | |
Security Audit Logging Comprehensive logging of all security-related events |
Security audit logs are standard and generally required for regulatory financial systems. | |
Intrusion Detection Systems to detect and alert on potential security breaches |
Intrusion detection is mentioned as a critical security control in Atos materials. | |
Data Masking Ability to mask sensitive data for non-production environments |
No information available | |
Password Policy Enforcement Configurable password complexity and rotation requirements |
No information available | |
Session Management Controls for session timeouts and concurrent logins |
No information available | |
Security Certification Formal security certifications such as ISO 27001, SOC 2 |
SOC and ISO 27001 certifications are referenced on Atos security documentation. | |
Vulnerability Assessment Regular security testing and vulnerability assessments |
Regular vulnerability assessments are part of Atos' financial solution framework. | |
Data Backup Frequency Frequency of system data backups |
No information available | |
Recovery Time Objective Target time for system recovery after a disruption |
No information available | |
Security Update Frequency Frequency of security patches and updates |
No information available |
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