• Take Control of the Information that controls your office •
• Meet all of your filing deadlines •
• Optimize your Plan Administration processing •
Client & Task Manager
- Company Information Database
- Plan Information Database
- Task Manager Database
Client & Task Manager
- Consultant service the client
more effectively by providing instant access to client and plan
specifications, contacts and advisors.
- Office Manager control the
office work-flow and monitor staff resources.
- Pension Administrator meet plan
and regulatory (IRS, DOL and PBGC) deadlines and prevent any tasks from
slipping through the cracks.
- Sales Team record and track
leads, generate individual and mass correspondence, and maintain
"tickler" file for timely follow-ups.
- The company database stores all
pertinent company information, such as addresses, phone numbers, contact
information, sales information and service history. Companies may include
clients, prospects, advisors, refferal sources, vendors or others.
- Queries enable you to find your
clients by a variety of selection criteria and quickly send a letter to
each, through mail merge printing, to mail notices advising of changes in
legislation, alerts, advice or invitations.
- Contact history is maintained
with the company information providing you with convenient reminders of
- The plan database stores basic
plan specifications (dates, eligibility, retirement requirements), and
contribution sources, as well as document information, investment data and
- Information is selective to the
type of Plan maintained.
- Through the plan database you
can assign responsibility for your staff, and keep track of the people who
advise the plan for investments, insurance and legal matters.
Task Manager Database:
Task Manager will help you
determine what is causing delays in production. It improves your office
productivity and efficiency through work management. It helps you evaluate your
staff resources, and catch administrative backlogs before they get out
of hand. Don't miss any more government deadlines!
The Task Manager database allows
you to develop simple or multi-level templates (groupings of tasks) for the
complex procedures of plan administration, plan qualification, and plan
termination. These templates are then assigned to the plan as needed, and used
to track the work progress of each task.
By being in control of the
procedures that control your office, you can prevent the loss of time through
missed assignments, rushed deadlines, and lost communications. You can regulate
and measure the workload and productivity of each employee. And you can
determine, at a glance, the status of any plan at any time using
"views" you can customize, save, and retrieve easily.
- Staff Manager
- Time & Billing
- Windows NT™ 4.0 or
greater or Windows 98™ or greater
- Pentium® 200
- 64 MB RAM (128 MB for NT/2000/XP)
™ Windows 98, Windows NT, and
Windows 2000 are trade marks of Microsoft Corporation.
® Pentium is a registered trademark of the Intel Corporation.