“Insight e-Tools features an
automatic follow-through
system that creates alerts for
any missing data, inconsistent
data, or necessary actions.
This automatic reconciliation
of retirement plan data saves
our company vast amounts of
time and enables us to avoid
costly and time consuming
analysis.”

CFO
California Charter School
Insight e-Tools Client

Companies who provide public employee retirement plans to their employees spend countless hours manually
preparing reports. These reports must follow special rules and formatting required by the TPA (Third Party
Administrator), be checked repeatedly for data, and be submitted in a timely manner.

Now retirement plan reporting is easy with the Insight e-Tools data scrubbing solution. Each pay period, Insight e-Tools
automatically imports the necessary data from your company’s ADP payroll system. The data scrubbing solution
reconciles the actual payroll data with the report rules and the supplemental data needed to make sure the file
submitted to your TPA is clean and accurate. If errors or omissions are identified in the report file, Insight e-Tools
provides an easy interface to correct the information prior to TPA submittal.

The end result is an error-free retirement report for your TPA that is prepared in minutes instead of hours. Just imagine
the time savings for a management company in charge of 10 or more retirement reports!

Data Scrubbing for Retirement Reports

Challenge:


Solution:



Result:

Retirement reports are prone to errors, missing data,
and are time-consuming to prepare.

Insight e-Tools captures and integrates payroll
information with supplemental data, scrubs it free of
errors, and assures that plan requirements are met.

Save time, improve accuracy, and quickly deliver reports
in the proper format.

View CalPERS Reporting Factsheet (pdf)
View CalSTRS Reporting Factsheet (pdf)
View Public Agency Retirement Reporting (pdf)

With Insight e-Tools you can seamlessly transition to the new CalPERS
file submission and formatting requirements. Learn more about
CalPERS new technology system and the changes you can expect.

http://www.calpers.ca.gov/index.jsp?bc=/employer/pert/home.xml

Partner Link