AGI.do

Services

What will AGI do for Retirement funds?

Positioning for this Coordinate is coming soon.

The work itself

Grounded Work Profile

Tools

  • Recordkeeping PlatformserviceBlueprint
  • Contribution Processing SystemserviceBlueprint
  • Portfolio Management SystemserviceBlueprint
  • Member PortalserviceBlueprint
  • Payments SystemserviceBlueprint

Outputs

  • Member Account StatementserviceBlueprint
  • Contribution LedgerserviceBlueprint
  • Annual Fund ValuationserviceBlueprint

Measured by

  • Funded RatioserviceBlueprint
  • Disbursement Accuracy RateserviceBlueprint

Key steps

  • Enroll plan memberserviceBlueprint
  • Collect contributionsserviceBlueprint
  • Allocate to investment optionsserviceBlueprint
  • Report member balanceserviceBlueprint
  • Process retirement disbursementserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Retirement funds

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Retirement funds connects

absorbs

  • Contribution Reconciliationmodel
  • Pension Recordkeepingmodel
  • Retirement Plan Administrationmodel

composes

measured by

  • Disbursement Accuracymodel
  • Disbursement Accuracy Ratemodel
  • Funded Ratiomodel
  • Funding Ratiomodel
  • Investment Return Benchmarkmodel

optimizes

  • Administrative Cost Per Membermodel
  • Administrative Cost Ratiomodel
  • Funding Ratiomodel
  • Net Investment Returnmodel
  • Risk-Adjusted Returnmodel

produces

  • Annual Fund Valuationmodel
  • Contribution Ledgermodel
  • Fund Performance Reportmodel
  • Member Account Statementmodel
  • Regulatory Filing Recordmodel

realizes

  • Allocate to investment optionsmodel
  • Allocate to investment strategymodel
  • Collect contributionsmodel
  • Collect member contributionsmodel
  • Disburse retirement benefitsmodel
  • Enroll plan membermodel
  • Manage fund portfoliomodel
  • Process retirement disbursementmodel
  • Report member balancemodel
  • Report member balancesmodel

Go deeper

Explore Retirement funds

Read the deeper take on agi.asView as markdown