Business planning and consolidation user guide

Learn to handle financial planning, forecasting, budgeting, and consolidation with this book on SAP BusinessObjects Planning and Consolidation. Step-by-step instructions will guide you through completing daily SAP BPC tasks such as data consolidation, business process flows, and report creation.

Business planning and consolidation user guide

business planning and consolidation user guide

Operate within an open-architecture management system that goes beyond recordkeeping. Work with a choice of leading custodial partners and fiduciary advisors.

Aspire delivers a full suite of smart retirement solutions for k retirement plans. Being a leader in the industry means monitoring issues and trends—and knowing how to respond and deliver smart retirement solutions that address what the market needs and operate as business climates change.

Aspire understands and knows how to: We work with five different custodians allowing us to offer virtually unlimited choice in investments.

This means no compromises when building the very best investment offering for a plan, enabling the ultimate in flexibility and customization for our TPAs, advisors, sponsors and participants.

This open-investment platform is available to all plans of all sizes including start-up plans and Solo K plans with solutions available for Multiple Employer Plans MEPs.

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Cost-Effective Transparent Pricing Our cost structure has no hidden fees and charges the same low fee for each participant. Aspire offers flat-dollar pricing. The flat-dollar-fee model ensures that the plan recordkeeping costs remain fair and predictable. Revenue Recapture Flexibility Aspire is committed to deliver a conflict-free solution.

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All available revenue sharing from a plan's investments are returned to the plan. The plan sponsor can select to use the revenue sharing to: Fund an ERISA spending account to pay plan expenses, or Issue a credit back to the participants at the individual investment level in which each participant receives the revenue share from the investments he or she is actually invested in and not a percentage of the total revenue share returned.

Our highly scalable and customizable platform enables Package-to-Fit options, allowing advisors or TPAs to implement a packaged solution or work with any strategic partner to develop a customized packaged solution.

Private-Label Branding Aspire offers a flexible Private-Label Branding program featuring customization options that allow outsourced retirement management services to be seamlessly integrated into a company-branded solution. The educational information provided includes articles, calculators and tutorials that may be used by individuals or adapted as part of a financial learning curriculum for online or on-site training.

Our single-threaded account management begins on day one of our partnership—when we assign a dedicated team of resources to the plan—fully trained to handle your unique needs and committed to making the partnership a success. We're even known in the industry as an advocate for participants.

Since the company opened its doors, Aspire has delivered fee transparency.

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Our focus has also been on increasing awareness among plan sponsors and plan participants regarding retirement plan fee charges.

Aspire introduced fee disclosure 10 years prior to it being government mandated. And inAspire introduced Definitive DisclosureSM—our industry-leading full fee disclosure program that identifies all fees, categorizes them and assigns them to each covered service provider to enable compliance with disclosure regulations.

Complete transparency organized in an informative presentation for plan sponsors TPA and advisor partner support to maintain Covered Service Provider CSP profiles System automation with business rule processing for accuracy Smart Retirement Solutions for b Plans Build investment portfolios using over 10, investment options Access to the investment portfolio expertise of leading money managers and investment strategists Get open investment choice for any size plan Aspire's complete suite of b smart retirement solutions provides easy, real-time access to all plan details through its proprietary conflict-free open-architecture platform—providing flexibility for advisors and participants; transparent, competitive pricing; and the option to implement private-label branding.

Aspire has deep experience in working with educators, school district officials, religious leaders, non-profit professionals and healthcare workers—Aspire knows what these different employer groups are looking for in a retirement plan and offers configurable investment menus based on group type and needs.

Smart retirement solutions respond to market needs Being a leader in the industry means monitoring issues and trends—and knowing how to respond and deliver smart retirement solutions that address market needs and how to grow business within the changing landscape.

Aspire understands how to: The choice is yours.

business planning and consolidation user guide

Flexible Fund Design With advisor guidance, participants have the freedom to select any available investment offered, from thousands of investment options including mutual funds, collective trusts and stable value funds.

Flexible Payment Design Advisors can work with participants to determine the pay rate and payment method.Agile Business — Finance 3 Benefits for the CFO The CFO and CIO together have an unprecedented opportunity to drive a holistic financial transformation.

Business To find out how we can help you with all your small business banking needs visit our homepage; Start a business Help with planning, forecasting & setting up accounts; Manage cashflow Products & tools to help you manage expenses & cashflow gaps; Borrow Information about getting finance, buying property & more; Take .

SAP Business Planning and Consolidation, version for SAP NetWeaver; SAP Business Planning and Consolidation, version for the Microsoft platform.

Learn how SAP S/4HANA enhances your business planning and consolidation processes with this E-Bite! Discover the business benefits of planning with SAP S/4HANA Finance, including improved business process flows, reduced planning cycle times, drill-down functionality, and more.

What is Data Collector? Projects may be audited or reviewed while the project is in progress.
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SAP Business Planning and Consolidation (BPC) Software Best practices[ edit ] Most ERP systems incorporate best practices.
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The SAP Business Planning and Consolidation (SAP BPC) application delivers planning, budgeting, forecasting, and financial consolidation capabilities, so you can easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.

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