Pension and Annuity Module

Pension processing in SBA/i is easy and uncomplicated. From here, you accurately record contributions and make timely payments with the proper amounts. All census information is clearly displayed for maintenance purposes.

Beyond the census information, pension calculation methods include, but are not limited to: Lump Sum payments, including Rollovers, 5 and 10 Year Certain, and Surviving Spouse.

If you need to track your fund's investments, we can include a fund investment tracking program to help identify your investment income and expense to our fully integrated general ledger.

As commonly found in SBA/i subsystems, there is a powerful Analysis screen and flexible series of reports.

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