AFS Master System^® Administration Functionality

The AFS Corporate Plans Administrator ^® (CPA) was created specifically for the administration of non-qualified benefit plans and the life insurance policies informally associated with them.

The AFS CPA System^® offers comprehensive tracking, calculating and reporting of the benefits and liabilities associated with SERP's, Interest Rate Deferral Plans, Split Dollar Plans, and Section 162 Bonus Plans and their associated COLI policies, to provide your corporate client with all the information they need for the management and accounting of their plans.

Click to see some of the key features of the system:

Select Benefits Administration Features

Select Benefits Administration Reports

Select Insurance Administration Features

Select Insurance Administration Reports

The integration of the CPA System with the AFS Master System's inforce reprojection capabilities delivers an even more powerful administration tool. The link between the two will allow users to automatically pass shared data from inforce reprojections into the CPA System.

AFS is currently undergoing a project to include and expand this administrative functionality within the AFS Master System. Soon one integrated system to will take you from proposal through sale to on-going administration of the plan!