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Retiree Services Benefit Payment Processing

Retiree Services Benefit Payment Processing. Fresno County Employee’s Retirement Association. Our Commitment. Treat retirees and clients with respect and courtesy Consistently respond with a sense of urgency Cost effective consolidation of administration service

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Retiree Services Benefit Payment Processing

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  1. Retiree ServicesBenefit Payment Processing Fresno County Employee’s Retirement Association

  2. Our Commitment • Treat retirees and clients with respect and courtesy • Consistently respond with a sense of urgency • Cost effective consolidation of administration service • Reduce workload of benefits / human resource operations • Accurate payment and reporting • Timely information • Immediate issue resolution

  3. Solid Infrastructure • Business Continuity Strategy • 2 Full-service locations • Jacksonville, FL • Quincy, MA • 3 Call Center locations • Jacksonville, FL • Quincy, MA • Lewiston, ME Lewiston Quincy Jacksonville

  4. Customer Focused Service Melissa Rehm Benefit Controller • Single point of contact – your Benefit Controller • Dedicated service team trained on your account • Service standards of excellence and focus • Open access to all levels of management Mary Poole First Line Manager FCERA Plan Sponsor Tangelia Harper Unit Manager Carol Johnson Site Manager David Rouse Department Head

  5. Pension payment administration Tax reporting Semi Annual Death Audits Semi Annual Outstanding Check Purge Integrated services solutions MYPENPAY.COM Participant services call center Retiree correspondence Insurance administration Data management Suite Of Services

  6. Pension Payment Administration Flexible check run schedules recurring, off-cycle, and lump sum payments Check, EFT / ACH with / withoutadvice of deposit “Unlimited” pay sources and deductions Clearing and reconciliation Control reports at aggregateand subgroup levels Tax Reporting Federal and State Tax Calculationand withholding 1099 and W2 Year-to-date balancing 945 / 941 reconciliation State reconciliation Forms Duplicates / corrections Payment Administration

  7. FCERA Statistics • Monthly checks processed – 5124 4840 ACH 310 Checks • Avg. Monthly Non-Financial Changes - 150 New Adds, EFT, Address, Tax Forms

  8. Recognized Industry Leader • Dedicated business unit since 1977 • Dedicated IT infrastructure and support • Largest provider of benefit payments of any trustee bank • 750 customers • 3 million payments processed monthly • 4 million tax forms prepared annually

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