Retirement Management Modules

PF Trust Management

  • Accounting
  • Reports
  • Investment Management
  • Loans & Withdrawals
  • Role / Rights
  • Reminders
  • Statutory Compliance
  • Bonus Interest Calculation
  • Member Interest Calculation
  • Membership Management
  • Import Bulk Transactions

Super Annuation Fund/SFT Management

  • Accounting
  • Reports
  • Investment Management
  • 1/3, 2/3 Commutation
  • LIC Annuity Tracking
  • LIC Interest Upload Facility
  • Annuity Purchase Report
  • Role / Rights
  • Reminders
  • Import Bulk Transactions

Gratuity Management

  • Data for Actuary Valuation
  • Custom Formula for Gratuity Payment
  • Accounting
  • Reports
  • Investment Management
  • Gratuity, Company & IT Act


  • Bank Receipt/Payment
  • Bank Reconciliation
  • Contra
  • Journal
  • Ledger Report
  • Voucher Report
  • Trial Balance
  • Revenue Account
  • Balance Sheet
  • Cash-flow


  • Monthly Contribution
  • Loan Application / Payment / Adhoc Recovery
  • Settlement Application / Payment / Covering Letter
  • Transfer In Application / Receipt / Covering Letter
  • Transfer Out Application / Payment / Ann-k / Covering Letter
  • International Worker Check Points
  • Member’s PF Statement

Investment Management

  • Investment Evaluation / Purchase
  • Mutual Fund / Equity Purchase
  • Government/Statutory Investment Patterns
  • Interest Accrued
  • Investment Yield
  • Interest Summary
  • Investment Amortization
  • Investment Register
  • Investment Summary
  • Mutual Fund / Equity Management

Employee Self Service

  • PF Balance
  • PF Statement
  • Loan Eligibility & Application
  • Settlement Application
  • PF Nominee Details
  • PF Yearly Passbook
  • PF Letters
  • Gratuity Calculation Sheet
  • Pension Calculation Sheet
  • Loan & Transfer In History

Pension Trust Management

  • Provision for setting up Pension Trusts
  • Configurable Pension Trust rules
  • Maintenance of Trustee rules and details
  • Support for Deferred Pensioners
  • Configurable investment categories
  • Provision for defining Statutory investment pattern
  • Provision for defining commutation, withdrawal, settlement rules
  • Insurance related masters
  • Pensioner details and Pension Nominee details
  • Annuity related masters
  • Vesting rules
  • Commutation
  • Pension Settlement
  • Pension processing
  • Purchase of Annuity
  • Receipt of Annuity
  • Pension Fund Annual Contribution
  • Pension through LIC/Insurance company

Mobile Application

  • PF Balance
  • PF Statement
  • Superannuation Balance
  • Superannuation Statement
  • Unexempted PF Balance / Check EPFO Balance
  • Gratuity Calculation
  • Loan Eligibility & Application

Retirement Management (IRBMS)

  • It automates and facilitates the processes involved in the administration of Retirement Benefits Schemes.
  • Comprehensive benefits administration system designed to support a wide range of pension schemes in all their variety and complexity.
  • A single window for administration for multiple schemes.
  • Caters to both defined benefit, defined contribution schemes and Hybrid Schemes
  • Caters to global pension scheme management to spanning across various geographies UK/ Europe, Asia Pacific, Africa and the Middle East and Indian Sub continents
  • Maintain exhaustive member’s data.
  • In-built benefit processes/ workflows catering to various types of exits.
  • Investment Management and Tracking module track the Investments comprehensively.
  • Powerful decision support system for comprehensive analytics
retirement management systems
Pension administration system software

Comprehensive Solution To Handle The Activities Of Employee Retirement Benefit Funds With Intelligent Reporting Tools And Reminders

At Infotrack, we have dedicated an entire product suite for retirement and benefits management – Infotrack Retirement Benefits Management System. 

The Pension administration software system facilitates the smooth and hassle-free administration of retirement benefits management. All aspects like superannuation, gratuity, accounting and provident funds are easily managed through this  pension administration solution. Employees get the facility to view PF balance and update PF yearly passbook in this pension management software in India. They can also avail handy tools like the pension calculation sheet and gratuity calculation sheet.

Our comprehensive retirement management system is ideal for managing pension disbursement and administration needs. Employees at various levels of the hierarchy may have different pension needs. The good news is that this portal manages it all smoothly. You get a single-window facility to manage administration for the various pension schemes in one place. The solution can align with a global pension scheme management need spanning various geographies UK/ Europe, Asia Pacific, Africa and the Middle East and Indian Sub continents. 

Business owners can power up decision support with the help of intelligent analytics namely predictive analytics tools. They can also use the Investment Management and Tracking module in order to track the Investments comprehensively.

From payroll to retirement management systems along with a human resource virtual assistant  & best WFM software, we provide cutting-edge  HRM software in India for all your workforce management needs! 

Contact our team at Infotrack to streamline the retirement and pension management in your company. We would be happy to assist with our retirement management software. 

Retirement Management Features

Member and Nominee Details
DB, DC and Hybrid schemes Management
Investment Management
Pension Management
Interest calculation
Benefits Calculation & Management
In-built workflows & reminders
DSS and Analytics

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