Pension OS for TPAs

With Pension OS get all the software, expert support, and resources you’ll need to become the partner your clients can’t live without.

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Grow broader. Grow bigger. Grow better.

The Pension OS is an ecosystem of features like a member database, member files, remittances, and audit trails, among others.

Whether you want to expand your services, win new clients, or improve customer retention, Pension OS experts will provide partners with continuous support on the growth of your pension system to ensure that you grow with your clients. Because we all know growth isn’t just about your business, it's about your clients and their members' experience too.

Providing pension administration for Defined Benefit (DB) or Defined Contribution (DC) multi-employer pension plans or Taft-Hartley Plans.

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Optimizing Operational Efficiency in Multi-Employer Pension Plan Administration

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Optimizing Operational Efficiency in Multi-Employer Pension Plan Administration

Customized to fit your administration organization, Pension OS is the perfect way to replace your legacy system or implement one for the very first time.

End-to-end pension administration

From the moment a member joins the plan to the moment they retire and get paid, every single piece of information is stored in their member file. With this, administrators can process life transitions per the members request simply by clicking a few buttons to set them up all the way through to paying the member their retirement.

Transition Processing

Transition a member from active working to retired with a click of a few buttons. Your admins will love the ease of use and quick turnover times. Transitioning your members from worksite to poolside in a matter of hours.

Generate Member Packages

With all the necessary data at your fingertips, you can generate personalized member packages with ease.

Pension Calculations

Calculate benefit entitlements from raw data with our systems rule-based operations, taking the guess work out of pension administration and allowing you to focus on providing member service.

Features

Modern cloud database

Member portal

Customizable workflows

Security based permissions & approvals

Customizable reporting

Payment integrations

Instant statements

A full audit trail

Pension Transactions

Have every single pension transaction at your fingertips under a secure member file.

Pension registries

Easily track all pension registry payments under their respective member file.

Pension Payments

Pension Payroll allows for the payment administration of lump sums, annuities, interest, and retroactive payment amounts. And a module for direct deposit (any chartered bank or credit union) as well as the ability to do print runs for mailing cheques.

Member info

Store all of your members information in a secure cloud database

Banking info

Store all of your members banking information in a secure cloud database for Electronic Funds Transfers

Garnishments

Easily process garnishments based on court orders on behalf of members.

Breaks in Service

The system auto calculates breaks in service based on the rules in the collective bargaining agreement

Marriage breakdowns

Process marriage breakdowns with a few clicks – based on the rules in the collective bargaining agreement

Beneficiaries

Assign beneficiaries to a member and have the system auto generate limited members when necessary.

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Take the first step today.

Our team is here to help you understand what you need to build the pension system you want—starting with a brief introductory call with an Implementation Advisor. It’s your opportunity to discuss what’s challenging you most in your current system and see if Pension OS can give you the answers you’re looking for.

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