Process of Ping An Annuity Operation Management

Process of Ping An Annuity Operation Management

The corporate pension administration involves multiple roles, and includes many steps such as inception of the plan, account opening, pension payment, income distribution, etc.

  • Project inception and account-open
  • Annuity payment
  • Return distribution
  • Investment alteration flow
  • Information alteration flow
  • Employee alteration
  • Payment flow

After a trustee signed an account management contract with an account administrator, the trustee will provide the account administrator with the plan inception information and the customer information. The account administrator will register the information related to the plan through the account management system, open corporate accounts and personal accounts, and provide the enterprise with the pension participation certificate.


Some account administrators can directly handle application materials submitted by enterprises in accordance with the business process agreements signed by trustees and account administrators.