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cpPARMS™ Compliance System

Reports

The only system the fully automates all of these reporting needs

  • Complete data-exception, audit, summary and detail working reports.
  • Documentation of each plan's compliance with IRS rules.
  • Full audit trail and control totals.
  • High quality, easy-to-use reports designed for plan sponsors by plan sponsors.
  • Multiple sort sequences, inclusion criteria and page range selection.
  • Report package facility allows for user defined report packages for one-step distribution.
  • All reports can be viewed online, sent to any printer on your network, or electronically forwarded to your clients.
  • Extensive analysis of plan performance to improve plan participation and contribution levels.
  • Optional, user-defined custom reports and queries can be easily created using Microsoft Access, Microsoft Excel, Crystal Reports or any ODBC compliant reporting tool.

 

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