CTA
Digital CTA administration at a single glance
P·LIVE administers CTAs for company pension and benefit plans, in a fully digitized and highly automated way. The participants (treasurer, trustor, trustee, bookkeeping, actuaries, financial investment management company, and depository bank) are fully automatically coordinated via interfaces.
Centralized data management
All data is collected and archived via a central database, so it is always available in real time. Changes to contracts and data as well as new assignments are carried out online by each user via portals, directly validated and stored in the cloud. Status reports, statistics and ongoing reporting are available at a high quality with a single click.
Employee portal
Through the Employee Portal employees can access comprehensive information about their retirement plans, including plan documentation and key contacts. They can also sign up for new benefits through the platform.
Simple and digital CTA administratíon
P·LIVE reduces the administration expenses and error incidence. The administration becomes automated, quick, efficient, transparent, and cost-effective. P·LIVE is flexible and can be adjusted to the requirements of your CTA.
P·LIVE consists of three modules, each aimed at a different user group:
The data management module serves central data storage. It is separated from the other two modules by a firewall. This way, P·LIVE fulfills all data safety requirements.
RANGE OF OFFERS FOR COMPANY PENSION SCHEME, TIME-VALUE ACCOUNT, AND PARTIAL RETIREMENT SYSTEMS
The employer portal offers:
- Error-free performance appraisals, calculations, simulations at all times
- Constant availability of all current data
- Documentation of all processes and process steps in the workflows
- Data transfer via interface to all participants
- Virtual individual account management for all pension schemes
- Automated pension payments, incl. adjustments
- Automated investment processes
- Automated account and depot control
- Automated pension rights adjustment
- ewiges, revisionssicheres Prozessarchiv
- Permanent, auditing-acceptable process archives
- Preparation and system-based mailing of employee letters
- Adjustable standard reports
- Data security through central data storage and central competence management
- Digital self-determination guaranteed by German law
The employee portal offers:
- A customer-specific Internet address and individual design
- Responsive design
- m-Tan method for order authorization, eg. within the EU
- The entire pension plan in a single portal
- Visual presentation of the pension account
- Conclusion or change of contracts on a self-service basis
- Paperless deferred compensation via e-voting
- Error-free performance appraisal, calculation, simulation
- Tax calculations for net salary waivers
- Download of annual account information
- Availability of documents such as company agreements, capital investment information, etc.
- Data updates by the employee
- Arrangement of consulting meetings, information requests
Models
P·LIVE offers flexible models. You can choose among our full service, supported service, or software-as-a-service options. Even purely API use is readily available.
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