Our service center unit supports all incoming requests. Calls are tracked for each request to manage issues from inception to resolution. Requests are prioritized, categorized and linked to the participant knowledge base to provide real-time information.
With event processing as the primary focus, administrators can prepare estimates of plan benefits, facilitate retirements of active employees, handle rehires of prior participants, commence deferred benefits, manage QDROs, and address disabilities and deaths. Custom processes unique for your organization are supported.
Other core utilities will include a process flow for each type of event and status monitored throughout the process. A customized library of forms and correspondence for your plans is readily available with extracts in Microsoft Word®, Adobe PDF® and other popular formats. Automatic feeds streamline coordination with external systems and couple with ad hoc load and extract features to coordinate with trust records, perform batch processing and extract data for actuarial valuations and reporting.
