Pension OS

Member Portal for Modern Pension Administration

Give members secure access to balances, contributions, plan documents, Tax receipts, beneficiaries, savings visibility, and retirement projections in one connected portal.

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Secure enrollment and MFA-enabled login

View balances, contributions, documents, and receipts in one place

Retirement projection tools and member self-service built into the experience

Member Dashboard ● Enrolled

Guaranteed Income Accrued

$2,847/mo

at age 65

Current Savings Balance

$47,285

as of Mar 2026

Recent ContributionsView History

Feb 2026$487.50

Jan 2026$487.50

Dec 2025$487.50

Tax Receipt

Plan Documents

Beneficiaries

Retirement Projection

Member retirement experience breaks down when balances, documents, receipts, and planning tools live in separate systems

Without a connected member portal, plan participants struggle to understand their retirement savings and administrators face constant manual requests.

Limited member visibility

Members can't see balances, contributions, or retirement projections without calling the office or waiting for annual statements.

Disconnected balances and contribution records

Guaranteed income, savings, contribution history, and income tracking live in separate systems with no unified view.

Manual document and receipt requests

Members request Tax receipts, statements, plan documents, and beneficiary forms through phone calls, creating administrative burden.

Weak retirement planning experience

Without projection tools or scenario modeling, members lack confidence in their retirement readiness and savings strategies.

A member portal built around real retirement administration workflows

Pension OS Member Portal gives plan participants the self-service access they expect while maintaining the security, auditability, and operational control administrators require.

Secure enrollment and MFA login

Members enroll with verified credentials and access their account through multi-factor authentication for maximum security.

Enrollment statusActive

MFA enabledYes

Balance and dashboard visibility

View guaranteed income accrued, current savings balance, and enrollment status in a unified dashboard with real-time updates.

Guaranteed: $2,847/mo at 65

Savings: $47,285

Contribution and income history

Track contribution patterns, employer remittances, and income history with filterable views and export capabilities.

Feb 2026$487.50

Statements, Documents and Tax receipts

Access statements, plan documents, SPDs, annual statements, and download tax receipts instantly without staff intervention.

Download 2025 Tax Receipt

Beneficiary management

View current beneficiary designations, submit update requests, and track approval status through a secure workflow.

Beneficiaries2 designated

Retirement projection and scenario modeling

Model different retirement ages, contribution patterns, and savings scenarios with built-in projection tools and gap-to-goal visibility.

Launch Projection Tool

A better member experience from enrollment to retirement visibility

Enroll and activate access securely

Members complete secure enrollment with verified credentials and enable MFA for account protection.

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View balances, contributions, and status

Access contribution history and enrollment status in one unified dashboard.

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Access documents, receipts, and beneficiary settings

Download tax receipts, review plan documents, and manage beneficiary designations without staff assistance.

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Model retirement scenarios and plan ahead

Use built-in projection tools to model different retirement ages, contribution patterns, and understand gap-to-goal.

Member Portal works better when it is connected to the rest of Pension OS

The Pension OS Member Portal isn't a standalone front-end interface—it's a fully integrated component of the pension administration platform.

Because it connects directly to recordkeeping, contribution processing, the pricing engine, compliance systems, and reporting infrastructure, members see accurate, real-time data without manual syncing or reconciliation.

This connected architecture means member self-service reduces administrative burden without creating data quality risks or audit gaps.

When the member portal is part of the operating system—not a separate add-on—you get better member experience and better operational control at the same time.

Member Portal

Recordkeeping

Contribution Processing

Pricing Engine

Reporting

Compliance

Employer Portal

Admin Portal

Audit & Security

Give members access to the retirement information that matters most

Retirement Account Overview

GuaranteedSavings

Guaranteed Income Accrued

$2,847/mo

Payable at age 65

Service credits14.2 years

Contribution HistoryView All

Jan 2025Dec 2025

Income History

$94,250

2025 total

Enrollment Status

● Active

Since Mar 2012

Quick Actions

Download 2026 Tax ReceiptPDF

View Plan Documents4 files

Manage Beneficiaries2 designated

Launch Retirement Projection Tool

Self-service access that builds member confidence

When members can view their guaranteed income accrual, contribution history, savings balance, and retirement projections on their own schedule, they feel more informed and in control of their retirement planning.

Real-time balance visibility

Members see guaranteed income accrued, current savings balance, and enrollment status updated as contributions are processed.

Contribution and income tracking

View monthly contributions, employer remittances, and income history with visual charts and exportable records.

Instant document access

Download tax receipts, plan documents, and annual statements without waiting for staff to fulfill requests.

Beneficiary management

Review current beneficiary designations, submit update requests, and track approval status through a secure workflow.

Contribution allocation control

For plans with savings components, members can review and request allocation changes through a guided interface.

Better member self-service also supports better pension operations

Admin Operations Dashboard

1,847

Portal Logins This Month

524

Document Downloads

94%

Enrollment Rate

Portal Usage TrendsView Details

Last 14 days

Member Activity

Document access387 this week

Beneficiary updates23 this week

Projection tool usage156 this week

Tax receipt downloads89 this week

Enrollment Completion

Enrolled & active94%

Invited not enrolled6%

Audit Log

Recent member loginsTracked

Document downloadsLogged

Beneficiary changesAudited

Export Activity Report

Operational visibility connected to member experience

When members use the portal for self-service, administrators gain visibility into enrollment adoption, document access patterns, and member engagement—without creating additional reporting burden.

Portal adoption tracking

Monitor enrollment completion, login frequency, and feature usage to understand member engagement and identify areas for outreach.

Receipt and document analytics

Track tax receipt downloads, plan document access, and statement views to reduce manual fulfillment requests.

Contribution visibility indicators

See which members are actively viewing contribution history and balance information through the portal.

Beneficiary workflow reporting

Monitor beneficiary designation requests, approval status, and completion rates from a centralized admin view.

Audit and security logging

All portal activity is logged and auditable, maintaining compliance standards while enabling member self-service.

Help members see possible retirement outcomes more clearly

Built-in projection tools for member planning

The Pension OS Member Portal includes retirement projection capabilities that help members model different scenarios and understand how their decisions impact future retirement income.

Scenario modeling

Model retirement at different ages, contribution patterns, and savings rates to see projected outcomes.

Gap-to-goal visibility

Help members understand whether their current trajectory aligns with their retirement income goals.

Assumption transparency

Show inflation assumptions, projected returns, and disclaimer language so members understand projection limitations.

Important: Projection tools are clearly marked as planning scenarios, not account balances. This keeps member expectations aligned with reality while still providing valuable planning visibility.

Retirement Projection Tool ⚗ Planning Mode

Retirement Age

Current Age

Inflation Assumption

2.0%

Projected Return

6.5%

Projected Monthly Retirement Income

$4,285/mo

Guaranteed pension income$2,847

Projected savings income$1,438

Scenario Comparison

Retire at 62$3,620/mo

Retire at 65$4,285/mo

Retire at 67$4,742/mo

Disclaimer: Projections are for planning purposes only and do not represent guaranteed outcomes. Actual retirement income will depend on future contributions, investment returns, and plan provisions.

Save Projection Scenario

Built for real pension member workflows

Role-based secure access

MFA-enabled login, verified enrollment, and role-based permissions ensure only authorized members access their retirement information.

Connected retirement records

The portal connects directly to recordkeeping, contribution processing, and pricing systems for accurate, real-time data.

Built-in receipts, documents, and balances

Tax receipts, plan documents, contribution history, and balance visibility are native features, not third-party integrations.

Projection and planning experience included

Retirement projection tools, scenario modeling, and gap-to-goal visibility are built into the member experience.

Frequently Asked Questions

What can members do in the Pension OS Member Portal?

Members can securely log in to view guaranteed income accrual, savings balances, contribution history, RRSP receipts, plan documents, beneficiary information, and retirement projection scenarios in one place.

Does the portal support secure enrollment and MFA login?

Yes. The portal supports secure enrollment workflows, verified access, and multi-factor authentication to protect member data and align with pension administration security requirements.

Can members view guaranteed income and savings balances?

Yes. Members can view guaranteed pension accrual alongside savings balances and related retirement information through a unified dashboard experience.

Can members access RRSP receipts and plan documents?

Yes. RRSP receipts, statements, plan documents, and related files can be made available through the portal so members can download them without manual staff fulfillment.

Can members manage beneficiaries?

Yes. The portal can support beneficiary visibility and update workflows, including requests, review, and tracked status as part of the broader pension administration process.

Does the portal include retirement projection tools?

Yes. Pension OS Member Portal can include scenario modeling and retirement projection tools that help members understand possible outcomes at different retirement ages and savings assumptions.

Is the Member Portal part of Pension OS?

Yes. The Member Portal is part of Pension OS, not a disconnected add-on. It connects directly to the administration platform so member self-service stays aligned with operational data, workflow controls, and audit history.

Modernize the member retirement experience without creating another disconnected system

Give plan members secure access to balances, contributions, documents, receipts, and retirement projections—all within Pension OS's connected administration platform.

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