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SS&C Pension Administration from SS&C Technologies
This comprehensive pension administration solution includes features for member record-keeping, benefits processing, compliance, financial reporting, and risk management, tailored for complex regulations within the pension sector.
Product analysis by function
Pension Administration Systems for Pension and Investment Management
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
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Participant Data Management
(0 Yes /0 Known /12 Possible features)
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Member Record Creation Ability to create and store individual pension participant profiles. |
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Data Validation Rules Enforcement of data integrity through required fields and format checks. |
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Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
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Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
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Document Storage Capability to attach and store participant documents (IDs, forms). |
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Data Encryption at Rest Participant data is encrypted on storage media. |
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Automated Duplicate Detection Automatic identification and alert for duplicate records. |
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Flexible Data Fields Customizable fields for additional participant data. |
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Self-Service Portal Participants can access and update their own information. |
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Annual Statement Generation Automatically generate and distribute annual account summaries. |
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Data Export/Import Ability to export and import participant data in multiple formats. |
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Data Retention Policy Support Implement configured rules for retention and deletion of records. |
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Benefit Calculation & Modeling
(0 Yes /0 Known /11 Possible features)
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Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
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Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
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Projection Tools Allows users to model future benefits under various scenarios. |
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Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
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Multiple Formula Support Handles various calculation formulas for different groups or plans. |
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Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
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Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
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Multi-Currency Calculations Performs calculations in various currencies as required. |
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Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
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What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
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Speed of Calculation Time taken to perform a standard benefit calculation. |
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Regulatory Compliance & Reporting
(0 Yes /0 Known /10 Possible features)
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Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
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Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
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Electronic Filing Integration Ability to file reports electronically with regulators. |
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Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
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Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
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Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
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Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
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Plan Document Management Stores historical and current plan documents for reference. |
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Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
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Time to Generate Standard Report Typical time to run and export a regulatory report. |
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Payments & Disbursements
(0 Yes /0 Known /11 Possible features)
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Automated Payment Scheduling Ability to set up recurring and one-time payments. |
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Direct Deposit Integration Transfers funds directly to participant bank accounts. |
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Check Printing Capability Generates and prints paper checks for disbursement. |
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Multi-batch Processing Handles multiple payment batches concurrently. |
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Payment Status Tracking Monitors payment statuses and failures. |
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Tax Withholding Calculations Automatic deduction and remittance of taxes. |
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Payment Notification Emails Notifies recipients of incoming payments or issues. |
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Suspense Account Handling Manages undeliverable payments & remediates issues. |
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Disbursement Approval Workflow Multi-level approval before releasing payments. |
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Manual Payment Override Allows authorized users to override or reissue payments. |
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Maximum Batches per Day Number of payment batches handled in a day. |
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Investment Management Integration
(0 Yes /0 Known /11 Possible features)
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Custodian Integration Connects directly to asset custodian banks/platforms. |
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Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
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Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
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Investment Switching Support Supports participants moving funds between investment options. |
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Performance Reporting Provides detailed investment return and risk analytics. |
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Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
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Real-Time Data Feeds Displays up-to-date investment valuations. |
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Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
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Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
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ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
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Max Allocation Options Supported Number of investment options the platform can handle. |
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Actuarial Integration & Valuation
(0 Yes /0 Known /10 Possible features)
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Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
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Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
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Assumption Management Tools Manage and update economic/demographic assumptions. |
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Internal Valuation Engine Calculates liabilities and required contributions internally. |
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Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
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Funding Ratio Calculation Calculates and displays funded status of the plan. |
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Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
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GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
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Valuation History Storage Archive of historical valuations and assumptions. |
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Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
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Workflow & Case Management
(0 Yes /0 Known /10 Possible features)
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Custom Workflow Designer Visual or logic-based workflows for business processes. |
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Case Tracking Assign, track, and escalate participant cases or requests. |
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Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
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SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
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Document Workflow Integrates document approval, review, and archival. |
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Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
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Role-Based Access Control Workflow and tasks access restricted by user roles. |
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Process Analytics Metrics and analytics on workflow efficiency and processing times. |
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Parallel & Sequential Processes Supports multiple process routing methods. |
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Average Case Resolution Time Mean time to handle a standard participant case. |
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Security & Access Management
(0 Yes /0 Known /11 Possible features)
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Multi-factor Authentication Requires an additional verification step for user login. |
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Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
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Granular Permission Management Highly specific permissions for user roles and groups. |
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Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
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Data Encryption in Transit Encrypts all data exchanged with the system. |
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Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
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Field-level Security Can mask or hide sensitive personal information. |
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Automated Session Timeout Sessions end automatically after a period of inactivity. |
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IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
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Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
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Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
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Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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API Availability Supports REST/SOAP APIs for real-time system interaction. |
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Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
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Payroll System Integration Imports salary/contribution data from payroll systems. |
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Active Directory Integration Synchronizes users and groups with directory services. |
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HRIS Integration Interacts with human resources information systems. |
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Batch File Processing Handles scheduled upload/download of files. |
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Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
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Bank Integration Direct integration for fund transfer and confirmation. |
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Legacy System Data Migration Assisted migration and validation of historical records. |
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Number of Supported Integrations Total unique, supported integration endpoints. |
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Analytics & Business Intelligence
(0 Yes /0 Known /9 Possible features)
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Custom Report Builder Users can build custom reports from system data. |
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Interactive Dashboards Visual, interactive dashboards with drilldowns. |
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Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
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Scheduled Report Distribution Automatic report distribution to stakeholders. |
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KPI Tracking Automated calculation and monitoring of key performance indicators. |
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Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
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Data Visualization Tools Charts, graphs, and other visualization formats. |
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Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
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Time to Generate Dashboard Average time to build and load a dashboard. |
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User Experience & Support
(0 Yes /0 Known /10 Possible features)
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Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
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Contextual Help Help or tooltips provided throughout the UI. |
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Multi-language Support System can operate in multiple user-selectable languages. |
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Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
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User Training Resources Access to guides, videos, and documentation. |
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Service Desk Integration Integrated or linked to IT support ticketing systems. |
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Knowledge Base Online, searchable repository of FAQs and solutions. |
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In-app Guidance Step-by-step walk-throughs for processes. |
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System Uptime SLA Guaranteed system availability. |
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Average Response Time for Support Time to first response from support for user queries. |
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