A quick and easy way to create reports
our Pension Administration System (DB/DC)
Although the Pension System offers
more then 75 plan reports, plus various participant statements, our Report
Writer provides additional flexibility. It allows you to customize reports and
certificates, selectively prepare announcements and letters to plan
participants, or create extract files for use with other systems such as word
processors, databases, a customer's payroll system, the IRS, or your own billing
system. User-defined reports can incorporate basic math functions and formats
can be saved for reuse. You could load the calculated results back into our
pension system using the Data Import Assistant included without charge.
Create and save your report formats for easy modification or regeneration later
- or quickly create variations for other applications or plans. Use your own
headers, footers, or columns. Draw from any stored or calculated data, even the
results of arithmetic formulae you include in the report's definition.
Report Writer Highlights View