Taft-Hartley • Multiemployer Benefits • Public Retirement
Pension and benefit-fund records management, workflow and employer contribution evidence without replacing your core systems.
REQUORDIT gives Taft-Hartley benefit funds, multiemployer plans and public retirement systems a controlled work and evidence layer around existing pension, health and welfare, 401(k), claims, eligibility, finance and recordkeeping systems. Capture the record, route the work, preserve the history and retrieve the evidence when it matters.
Built for governance-heavy fund environments where disruption, evidence and long-term record control matter.
Stays in place
Your core administration systems remain in placePension administration • health and welfare • 401(k) recordkeeping • claims • finance • eligibility
Added around it
The REQUORDIT work and evidence layerCapture and classify incoming records. Route work and exceptions. Connect employer and participant evidence. Apply retention and legal holds. Retrieve complete records for audits, disputes and daily service.
What does REQUORDIT do for Taft-Hartley and pension funds?
It manages document intake, participant and employer records, workflow, retention, audit evidence and external transactions around existing benefit-administration systems.
Does REQUORDIT replace pension administration software?
No. Core pension, health and welfare, 401(k), claims, eligibility and recordkeeping platforms remain in place while REQUORDIT controls the work and evidence around them.
Where is the strongest starting point?
Employer remittance and contribution evidence: receive, validate, reconcile, resolve and retain the records that support collections, eligibility, employer audits and pension service credit.
The operating problem
Benefit administration creates evidence that must remain usable for years or decades.
Contribution reports, hours, eligibility records, beneficiary documents, applications, correspondence and approvals often span different systems and organizations. The risk appears when staff cannot connect the record to the transaction, find the full history, or execute the fund's retention rules consistently.
Contribution evidence is fragmented
Remittance reports, payments, exceptions and employer correspondence can become disconnected from AR, eligibility and future pension-credit questions.
Audit retrieval becomes a project
Staff assemble support from multiple repositories when auditors, counsel, employers, trustees or participants ask for historical evidence.
Retention policy is hard to execute
A written schedule does not apply event triggers, holds, approvals and disposition by itself. The operating workflow has to enforce it.
Participant records outlive active employment
Inactive vested participants, retirees, beneficiaries, surviving spouses, alternate payees and missing participants extend the record lifecycle.
Manual intake consumes staff capacity
Email, paper, uploads, forms and files create repetitive indexing, validation, routing and follow-up work.
Core-system replacement is the wrong starting point
Fund systems are sensitive and deeply embedded. REQUORDIT targets the surrounding records and workflow problems first.
Fund-office workflows
Connect the records behind contribution accounting, eligibility, participant service and fiduciary review.
Multiemployer and public retirement administration creates records that cross employers, participants, plan offices, auditors, counsel and core benefit systems. REQUORDIT provides the document and workflow layer that keeps those records connected to the work they support.
Employer contribution reporting and remittance
Capture employer remittance reports, payroll or hours data, payment support and related correspondence. Validate submissions, route exceptions and preserve a complete transaction history.
Contribution reconciliation, AR and delinquency support
Connect the employer, contribution period, payment, exception and collection record so finance and fund staff can assemble cleaner receivable and delinquency evidence.
Eligibility and pension service-credit evidence
Keep hours, employer reports, contribution records and participant support traceable when they affect current eligibility or future pension-credit questions.
Participant, retiree and beneficiary records
Manage long-lived records for active and inactive participants, retirees, beneficiaries, surviving spouses, alternate payees and other plan-defined populations.
Pension and benefit-fund document retention
Translate retention policy into metadata, event-based triggers, approvals, legal holds, disposition controls and auditable record history.
Audit, counsel and trustee evidence retrieval
Retrieve supporting documents and transaction history for employer audits, participant disputes, financial audits, regulatory review, litigation support and trustee oversight.
What REQUORDIT manages
Records management, ECM and workflow built around fund-office work.
The objective is practical: create a governed evidence layer around the systems that calculate benefits, process claims, maintain eligibility or keep the official financial record.
Records governance
Participant, employer and operational records organized with metadata, access controls, history and lifecycle rules.
Workflow
Rules-based routing, work queues, approvals, exceptions, notifications, aging visibility and supervisory review.
Retention & legal hold
Event-based retention, holds, disposition controls and documented destruction instead of policy that lives only on paper.
Audit retrieval
Searchable evidence and history for participant questions, employer audits, regulatory review, litigation and financial audits.
Document capture
Bring in scans, email, electronic forms, uploads and other content with consistent indexing and classification.
Reporting
Dashboards for volume, queue aging, pending work, completed work and operational exceptions.
Forms & communications
Electronic forms and workflow can replace paper handoffs and support controlled member or employer interactions.
Integration
Connect the evidence layer to existing line-of-business systems without making replacement a prerequisite.
Flagship workflow
Employer remittance, contribution reporting and contribution evidence
For a multiemployer fund, employer contributions connect contribution accounting, receivables, collections, eligibility, employer audits and future benefit calculations. REQUORDIT creates a controlled record from employer submission through validation, reconciliation, exception resolution, payment support and long-term retrieval.
A single contribution cycle can create payroll files, payment support, exceptions, employer correspondence and downstream eligibility or pension-credit evidence. Keeping that history connected reduces the scramble later.
- 1
Receive
Remittance reports, payroll data, supporting documents and payment information enter through a portal, upload or file transfer.
- 2
Validate
Required fields, formats and business rules are checked. Problems move to an exception workflow.
- 3
Reconcile
Employer, period, participant and payment information can be connected to the supporting evidence.
- 4
Resolve
Short payments, missing information, delinquency correspondence and follow-up stay with the case history.
- 5
Retain
The evidence remains searchable for audits, eligibility questions, pension-credit support and future disputes.
Cleaner employer evidence, better exception visibility and more complete delinquency or audit files.
A traceable record showing what was received, what happened, who acted and what evidence supports the result.
Start with one employer contribution workflow, not a fund-wide replacement project.
Scope the workflowEmployer & member portals
Secure pension and benefit-fund portals built around the transaction, not a generic file drop.
Employer and member portals can collect data and documents, validate submissions, route exceptions, support contribution or payment workflows, preserve transaction history and connect authorized external users to the fund's internal workflow.
Turn employer submissions into controlled transactions
REQUORDIT portal work includes secure census and compensation file exchange, validation, contribution reconciliation, dashboards, audit trails, reminders, third-party auditor access and employer workflow.
Payment workflows
Employer self-service can extend the transaction to invoices or remittance reports, ACH payments, receipts, payment history, notifications and administrative controls.
401(k) Employer Portal
Employer and employee data, deferrals, matching, file transfer, validation, reconciliation, reporting and employer workflow.
Employer Self-Service Payment Portal
Employer remittance or invoice workflows, payments, receipts, history, notifications and user controls.
AR Portal
A fund-facing and external workflow for receivables information, supporting documents, transaction status and related communication.
Document Transaction Portal
Secure document exchange tied to a defined transaction, workflow or record instead of unmanaged email attachments.
Member Portal
Member onboarding, communications and a form library with a controlled path for documents and information entering the fund.
Pension, Benefit Trust & Records Custodian Portals
Configurable portal concepts for pension transactions, health and welfare interactions, and records-custodian requests. These are roadmap concepts, not completed deployments.
Portal design starts with the transaction
REQUORDIT can build a portal around a specific fund workflow. The useful question is not “which portal product do we buy?” It is “which employer, member or outside-party transaction creates the most manual work, missing evidence or follow-up today?”
AI-assisted document work
Use AI where documents create repetitive work. Keep governance around the result.
AI is most useful here as part of intake and retrieval, not as a substitute for fund administration judgment.
Capture and classification
- Classify incoming documents and forms.
- Extract index values for review and downstream processing.
- Support OCR and full-text retrieval for scanned records.
- Route exceptions to staff rather than forcing staff to key every document.
Search and evidence access
- Make records easier to locate by participant, employer, document type, date or transaction.
- Use structured metadata and full-text content together.
- Preserve access controls, document history and retention requirements around the repository.
Platform
Enterprise content and workflow underneath a fund-specific operating model.
REQUORDIT uses Hyland OnBase and its own supporting solutions to configure records, workflow, capture and external interactions around the fund's requirements.
Hyland OnBase
Enterprise content management, document history, workflow, forms, search, reporting, records management, retention, holds and configurable role-based applications.
WorkView & workflow
Case-oriented data and rules can connect documents, status, exceptions, approvals and tasks into a fund-specific application.
RQ CloudOCR and portal services
Document capture and extraction can feed controlled workflows, while portal services extend selected transactions to employers, members and other authorized users.
Where REQUORDIT fits
Keep the core. Control the work and evidence around it.
The fund's administration platforms continue doing what they were built to do. REQUORDIT manages the documents, exceptions, approvals, retention and external transactions that cross system boundaries.
Core benefit systems
Pension administration, health and welfare, 401(k) recordkeeping, claims, eligibility and finance remain in place.
REQUORDIT work & evidence layer
Capture and classify records. Route work and exceptions. Connect evidence to the transaction. Apply retention and legal holds. Preserve history. Retrieve the complete record.
People who need the record
Administrators, finance, trustees, counsel, auditors, employers and members get a controlled path to the information or transaction they need.
FAQ
Questions pension and benefit-fund teams ask
No. The positioning in this solution is specifically to work around protected core systems. REQUORDIT can manage records, workflow, retention, external transactions and evidence while the existing core continues to perform its primary function.
Yes. The records-management model supports searchable metadata, document history, controlled access, retention rules, holds and lifecycle management. The exact record taxonomy and retention triggers are configured during discovery.
Yes. REQUORDIT's employer portal work includes secure submissions, validation, contribution or remittance information, ACH payment workflows, receipts, history, notifications and administrative controls. Exact capabilities depend on the fund's process and integrations.
The supplied project materials identify a 401(k) Portal, Employer Self-Service Payment Portal, AR Portal, Document Transaction Portal and Member Portal. Pension, Benefit Trust Fund and Records Custodian Transaction portals are concepts or roadmap solutions and should not be represented as completed deployments.
Yes. REQUORDIT can configure event-based retention, managed records, holds, disposition controls and documented destruction. The fund's approved policy, record categories and authority structure determine the final configuration.
Yes. A configured workflow can receive employer contribution or remittance data, validate required information, route exceptions, connect payment and supporting evidence, and preserve the history needed for reconciliation, collections, audits and future participant questions.
By keeping supporting records tied to the employer, participant, contribution period, transaction or case instead of assembling them from disconnected repositories. Searchable metadata, workflow history and controlled document relationships make the evidence packet easier to reconstruct.
Yes. The operating structures differ, but both can benefit from a governed records and workflow layer around core administration systems. The implementation should reflect each organization's governance, security, retention, participant and transaction requirements.
Start with one workflow
Which fund workflow creates the most manual follow-up, missing evidence or audit scramble?
Start with one problem that can be isolated and improved: employer remittance, participant records, retention execution, audit retrieval or an external portal transaction. REQUORDIT can scope the work and evidence layer around that process without turning it into a core-system replacement.
Talk with REQUORDIT