Delivering practical, cost-effective solutions to the pension administration business.
Our resources can support projects from small to very large. Our most successful targets are projects where we can leverage our automation capabilities to generate efficiencies over larger populations of work
Client Sizes:
Large: 60,000 +
Mid: 20,000 - 60,000
Small: under 20,000
Large: 60,000 +
Mid: 20,000 - 60,000
Small: under 20,000
| Project Type | Client Industry | Client Size | Project Size (#of Calcs) |
|---|---|---|---|
| Union contract changes | Auto | Large | 120,000 |
| Early retirement window | Auto | Large | 60,000 |
| Annual benefit statements | Auto | Large | 14,000 |
| Health | Small | 15,000 | |
| Recalculations | |||
| - Prior disability retirees | Auto | Large | 9,000 |
| - Plan rule changes / data updates | Health | Small | 1,500 |
| Manual calculations (plan freeze) | Mfg | Large | 11,000 |
| Finance | Mid | 10,000 | |
| Auto | Mid | 5,000 | |
| Cost of living adjustment | Oil | Mid | 14,000 |
| On-going calculation support | |||
| - 100% audit | Auto | Large | 3,000 / month |
| - Manual calculation processing | Auto | Large | 600 / month |
| Oil | Mid | 250 / month | |
| Annual valuation file | Health | Small | 20,000 |
| Audit spreadsheet rebuild | Mfg | Large | N/A |