Abstract: An embodiment of the present invention is a retirement administration and distribution system. A client administering module administers clients using a set of client business rules. The clients include at least an operator and a plurality of customers. An account manager administers accounts and processes retirement benefits of the customers. A communication interface exports and receives communication data related to the accounts and the retirement benefits of the customers.

Abstract: An embodiment of the present invention is a retirement administration and distribution system. A user interface (UI) module is coupled to at least one of a client administering module, a communication interface, an account manager, an employment and payroll interface, a self-service Website, and a business rule processing module to interact with an operator through a set of UI functions in a session related to accounts and retirement benefits of a plurality of customers. At least one of the UI functions includes a UI action and a UI display. An employment and payroll database is coupled to the employment and payroll interface to store employment and payroll information of the customers used by the UI module.