MEMBERTRACK WORKGROUP FOR FUND OFFICES
1-10 users
Basic Client/Server architecture over
on-site Intranet
Zero database and system administration
Simple to use and adaptable to clients’ needs and requirements such as:
Member Maintenance • Employer Maintenance • Contribution Processing • Reciprocity • Pension Check Processing • Pension Benefit Calculations • Yearly Pension Credit Valuations • IRS 1099/W-2 Forms & Electronic Filing • 5500/PBGC/SSA Reporting • Annuity Processing • Annuity RMD Calculations • Medical/Dental/Optical Claims Administration • Yearly Annuity Valuations and Interest Allocations • H&W Eligibility • Hours Banking • COBRA/Short Hours Processing • ACA Forms and Electronic Filing • HRA/PAP/PSA/FSA Processing • Vacation/Savings/Supplemental/Unemployment/Disability/Scholarship Processing • Fully-integrated Accounting & General Ledger Modules • Other Custom Modules as required
-PLUS-
Any Value-Add Products and Services (sold individually):
Document Imaging & Management • Electronic Claims Processing ("EDI") • Web Development Services • Web Portals: Online Contractor Remittance Processing - Online Member Access (change address, add dependents, view benefit history and current eligibility: perform pension benefit calculations) - Online Premium Payment Processing • +Custom Modules as required