A quick and easy way to create reports from
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.

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