Everything your fund office needs.
Nothing it doesn't.
No module add-ons. No per-feature pricing. No portal upsell. Every feature below is included in every plan.
CBA-aware from day one.
Every employer is linked to bargaining units and job classifications, so contributions auto-route to the right fund at the right rate — no manual lookup required.
- ✓ Auto-match to CBA schedules and contribution rates
- ✓ Discrepancy flagging and resolution workflows
- ✓ CSV, Excel, and fixed-width file import
- ✓ Multi-fund allocation from a single remittance file
Bargaining units · Brightline Electrical
Define it once. Let it run.
Configure eligibility rules at the fund level and watch them apply automatically as contributions post. Hour banks, waiting periods, self-pay windows — calculated without staff intervention.
- ✓ Configurable rules: hour banks, dollar banks, waiting periods
- ✓ Automatic calculation as contributions post
- ✓ Self-pay and COBRA trigger detection
- ✓ Eligibility history and upcoming expiration tracking
Participants · Eligibility
Less calls. Less email.
Employers submit remittances, track payment status, pull compliance reports, and manage their roster — without ever calling your office. Self-service that actually works.
- ✓ Electronic remittance submission and history
- ✓ Delinquency status and payment tracking
- ✓ Compliance reports on demand
- ✓ Roster and CBA association management
Employer payments · Q1 2026
Board-ready in minutes.
Real-time dashboards and 30+ pre-built reports cover every angle of your fund. Generate trustee board reports without touching a spreadsheet. Unlimited logins — no per-seat fees.
- ✓ Real-time dashboards for fund health and delinquency
- ✓ 30+ pre-built reports across all fund functions
- ✓ Async generation — no waiting, no timeouts
- ✓ Unlimited users, zero per-seat fees
Trustee report · April 2026
Every feature. Every plan. No asterisks.
12 categories. ~80 capabilities. All included.
Employer Contributions & Remittance
- ✓ Electronic remittance portal
- ✓ CSV, Excel, fixed-width import w/ auto-detect
- ✓ Column mapping & saved templates
- ✓ Auto-match to CBA schedules
- ✓ Discrepancy flagging & resolution
- ✓ Multi-fund allocation per file
Eligibility Management
- ✓ Configurable rules per fund
- ✓ Hour banks, dollar banks, waiting periods
- ✓ Auto-calc as contributions post
- ✓ Self-pay & COBRA triggers
- ✓ Multi-employer aggregation
- ✓ History & expiration tracking
Disbursements & Pension
- ✓ Lump sum, recurring, hardship
- ✓ RMD calculations
- ✓ Vesting & service credit
- ✓ DB pension estimates
- ✓ ACH, check, wire
- ✓ 1099-R, Form 5500, benefit statements
Hour & Dollar Bank Accounts
- ✓ Vacation, annuity, training
- ✓ Deposit, withdrawal, transfer
- ✓ Interest & carryover
- ✓ Voluntary contributions (pre/post-tax, Roth)
- ✓ Self-pay invoicing + PDF
Member Self-Service Portal
- ✓ Eligibility status & history
- ✓ Contribution history across funds
- ✓ Document access (SPDs, statements)
- ✓ Dependents & beneficiaries
- ✓ Direct deposit setup
Employer Portal
- ✓ Electronic remittance submission
- ✓ Compliance reports on demand
- ✓ Employee roster management
- ✓ Delinquency & payment tracking
- ✓ Onboarding via invitation codes
COBRA Administration
- ✓ Qualifying event tracking
- ✓ Election notice generation (PDF)
- ✓ Coverage & premium tracking
- ✓ Payment tracking & grace periods
- ✓ COBRA-specific reporting
Delinquency Tracking & Collections
- ✓ Auto-detection from missed remittances
- ✓ Workflow templates w/ escalation
- ✓ Demand letter generation
- ✓ Payment plans & installments
- ✓ Interest & liquidated damages calc
Reporting & Analytics
- ✓ Real-time dashboards
- ✓ 30+ pre-built reports
- ✓ Trustee board reports in minutes
- ✓ Async generation
- ✓ Export PDF/Excel/CSV
- ✓ Unlimited users — no per-seat fees
Compliance & Audit
- ✓ Complete audit trail on every record
- ✓ Payroll audit tracking
- ✓ DOL filing support
- ✓ SSN encryption AES-256
- ✓ MFA (email + mobile)
- ✓ RBAC per fund
Fund Configuration
- ✓ CBA rules engine w/ rate hierarchies
- ✓ H&W, pension, annuity, vacation, training, 401(k), PBGC
- ✓ Bank plan settings
- ✓ Rate schedules at 5 levels
- ✓ Effective-date versioning
Bulk Data Import
- ✓ Participants, employers, employments, dependents, beneficiaries
- ✓ Excel/CSV with column mapping
- ✓ Auto-detect mappings
- ✓ Validation preview w/ errors/warnings
- ✓ Staging area for row-level edits
A 30-minute review.
Your data. Your funds. No deck.
Bring a real remittance file and a real CBA. We'll show you exactly how it loads, posts, and reconciles in Simplorium. No sales theater. No 60-slide pitch deck.