FUND ADMINISTRATION DEPARTMENT
An effectively managed Fund Administration Department is essential for building trust with clients and safeguarding the financial security of members pension funds. The Fund Administration Department of Stallion Trust and Administration plays a key role in ensuring an apt and accurate membership data for pension funds. Our dedication to accuracy, efficiency, and compliance in the management and maintenance of employee’s records and funds contributes to building trust with clients and providing a secure financial future for their scheme members.
Our departmental responsibilities are diverse and vital to the efficient functioning of the fund administration process as well as ensuring client satisfaction by adhering to all the necessary regulatory standards.
Our core functions
Ensuring Precise Membership Data: In the pursuit of excellence, we understand that the key to a successful pension fund lies in accurate and up-to-date membership data. Our team is dedicated to efficiently capturing data for new employers and members, ensuring that every member’s journey starts with us on the right foot.
Issuing membership certificates: We take pride in issuing membership certificates, symbolizing our commitment to providing official proof of our clients’ membership with Stallion Trust and Administration.
Verifying monthly contributions: As a way of safeguarding the interests of our clients and their employees, we thoroughly verify monthly contribution amounts by sending out monthly remittance statements and custodian notification forms to employers to ensure compliance with the fund’s requirements.
Processing Claims and Transfers: We believe in turning challenges into opportunities, and our Fund Administration Department prides itself on its proficiency in processing claims and facilitating fund transfers seamlessly.
Crediting members’ accounts: Our dedication to methodically recording and managing contributions ensures that members’ accounts are accurately credited, reassuring them of their secure financial future.
Issuing client statements: For us, trust is built on transparency and communication. We go the extra mile by sending out regular client statements that summarize their benefits and investment performance.
Resolving Inquiries with Care: At Stallion Trust and Administration, our team prides itself on promptly addressing and efficiently resolving clients’ inquiries and concerns, ensuring that their journey with us is one of trust, ease, and peace of mind.
Efficiency and Regulatory Compliance: We understand the importance of being proactive in fulfilling regulatory obligations with the NPRA (National Pensions Regulatory Authority). We meticulously prepare and submit monthly reports, ensuring transparency and compliance in every aspect of our operations.
Our Services
JOIN THE PENSION MASTERS IN SECURING A BETTER FUTURE!
As we strive to build trust, safeguard futures, and inspire financial confidence, we invite you to embark on a transformative journey with Stallion Trust and Administration. Allow us to be your trusted partner in creating a more secure and prosperous future for your retirement.