Retirement Administration

What we do

• A member portal for employees to view balances, vesting, and contributions
• Employer dashboards for reporting and controls
• Lifecycle administration from onboarding to retirement
• Coordination with your trustee and fund managers

The member experience

Members track accumulated and vested balances, contribution and gain breakdowns, and investment growth in real time, with transparency on every peso. Investment options and beneficiaries are managed in the same place. A benefit employees can see is a benefit they value.

Employer controls and reporting

HR and finance get dashboards for headcount and contribution reporting, vesting schedules, and plan level summaries that tie back to your valuation and funding decisions. Data handling runs on proprietary, ISO 27001:2022 certified platforms.

Who this is for

• Companies whose plan administration lives in spreadsheets today
• Employers switching from another administrator
• Plans that have outgrown manual statements and yearly updates

What you receive

• Portal access for every covered employee
• Employer dashboard and standard reporting pack
• Defined administration workflows for hires, exits, and retirements
• A single team that also knows your valuation and plan design

How it typically works

1. Plan and data onboarding
2. Portal setup and go live
3. Ongoing administration
4. Regular reporting cadence