Efficient Administration
We manage the process from member record maintenance and contribution allocation to claims processing and reporting.
Managing a retirement fund can be complex, but effective administration is essential to protecting the financial future of members.
With more than 15 years of experience, Kula Partners provides comprehensive retirement fund administration services designed to improve efficiency, accuracy, transparency and member confidence.
We administer both stand-alone and umbrella retirement fund arrangements.
- Maintaining accurate member records
- Processing monthly contribution schedules
- Allocating contributions
- Maintaining member benefit records
- Processing withdrawal claims
- Processing retirement claims
- Processing death and disability-related benefits
- Preparing member statements
- Managing member and employer queries
- Producing operational reports
- Producing management reports
- Supporting audit and governance requirements
- Providing ongoing administrative support