| Event Processing: |
| • |
Termination and/or retirement processing |
| • |
Final benefit calculations |
| • |
Disbursement initiation |
|
| Ongoing Administrative Services: |
| • |
Data management and reporting |
| • |
Eligibility tracking and determination |
| • |
Service history and tracking |
| • |
Beneficiary maintenance |
| • |
Regulatory reporting |
| • |
Quality assurance and issue resolution |
|
| Disbursements Services: |
| • |
Pension payments |
| • |
Tax withholding and reporting |
| • |
Deductions processing |
| • |
Trust reconciliation and reporting |
|
| Participant Communications and Education: |
| • |
Calculation statements |
| • |
Benefit estimates and explanations |
| • |
Administrative literature |
