Pension OS

Modern Pension Administration Software

If you're managing a union pension or multiple plans, Pension OS has the pension administration software and support to make it easy. Our software handles everything from upgrades to customization, helping you improve service, cut costs, and stay ahead of the curve. Plus, we’re with you every step of the way as your system grows.

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Trusted by and powering unions like

Union software trusted by Canadian, Iron, Steel & Industrial Workers Union

Union software trusted by International Brotherhood of Electrical Workers

Union software trusted by United Steelworkers

Union software trusted by International Union of Operating Engineers

Union software trusted by the United Association of Plumbers and Pipefitters

Union software trusted by Canadian Union of Public Employees

Get the Pension Administration Software That Works for You

Pension OS lets you manage every aspect of your pension system with customized pension administration software. Whether starting fresh or upgrading, our software streamlines the process with a proven, easy-to-follow approach.

Pension OS is ideal for:

Defined contribution pension plan administration

Defined benefit pension plan administration

A multi-employer pension plan

A Taft-Hartley plan

For Unions

Pension OS offers a central Member Database with detailed records for all members, past and present. Easily run automated statements, update contact info, dues, beneficiaries, and more, all with a full audit trail tracking each change.

Managing pension transitions is effortless. Process retirements, deaths, or terminations in just a few clicks, and handle multiple transitions at once with ease using Pension OS.

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For Third-Party Administrators

Our pension administration software makes it easy for you to expand services, improve customer retention, and win new business. As your clients grow, you grow, ensuring a smooth experience for partners and their members. With Pension OS, you benefit from an ecosystem of features like a member database, remittances, automated statements, member files, audit trails, and so much more.

Pension OS is the world's most advanced solution for pension administration. Its secure member file contains every pension transaction.

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Optimizing Operational Efficiency in Multi-Employer Pension Plan Administration Third-Party Administrators

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Feature-Rich Pension Software

Pension OS gives you full control with a system designed to streamline pension plan management. It efficiently handles member data from enrollment to retirement, featuring a user-friendly interface, secure storage, and advanced calculation tools.

Pension OS features include:

Modern cloud database

Member portal

Customizable workflows

Security-based permissions and approvals

Customizable reporting

Payment integrations

Instant statements

A full audit trail

Pension OS allows you to

Completely Manage Pensions

From the time a person enrolls in the plan until they retire and receive their benefits, all their information is kept in their member file. This allows administrators to handle life changes as requested by members with just a few clicks, ensuring everything is set up smoothly for their retirement payments.

Pension administration software

Pension OS allows you to

Handle Transitions

Quickly switch a member from being actively employed to retired. Administrators will appreciate the simplicity and quick processing times. Transition members from the office to relaxation in just a few hours.

Pension OS allows you to

Create Member Packages

Having all the required information readily available makes it easy to create personalized member packages.

Pension administration software

Pension OS allows you to

Calculate Pensions

Determine benefit amounts using our system's rule-based operations. This removes uncertainty from pension management and allows you to concentrate on serving your members.

Straightforward Implementation With Pension OS

Getting started with Pension OS is simple. We designed the system to make it easier for administrators to handle everything from member enrollment to retirement. Let Pension OS take the hassle out of pension administration so you can focus on providing the best service to your members.

Implementation is complete in just a few steps:

1. Data Import

Collecting all necessary information, data, and reports. Setting up the plan text and establishing rules

2. Data Conversion & Cleanup

Cleaning up data, customizing administrative screens and workflows, and tailoring reports to your needs.

3. Staff Training & Parallel Testing

Comprehensive training for all staff members while parallel tests run to confirm the system's accuracy.

4. Go Live & Ongoing Support

We offer 24/7 support, customization, and training to keep administrators focused on their tasks.

Frequently Asked Questions About Our Pension Administration Software

As an industry leader, we field many questions about pension administration software. Here are some common questions we receive.

Can I generate reports with Pension OS?

With our collection of custom reports, you can create a report from any piece of information, no matter how granular.

How does Pension OS handle pension registries and payments?

All pension registry payments are easily tracked under their respective member file. Our Pension Payroll module provides for the payment administration of annuities, lump sums, interest, and retroactive payment amounts. Plus, there's a module for direct deposit (to any chartered bank or credit union) and the ability to mail cheques via print runs.

How is member and banking information stored?

Pension OS stores all member information in a secure cloud database. It also stores members' banking information and electronic funds transfers in a secure cloud.

Can Pension OS manage garnishments, breaks in service, and marriage breakdowns?

Our pension management software processes marriage breakdowns in a few simple clicks and auto-calculates breaks in service — all based on the rules in the collective bargaining agreement. Pension OS also makes it easy to handle garnishments based on court orders.

Request a Free Demo of Our Pension Administration Software

Ready to see how Pension OS can simplify your pension management? It all starts with a brief introductory call with an Implementation Advisor, who'll listen to your challenges and concerns. Request a free demo today and discover how our system can make your job easier and more efficient. Don't miss out — experience the benefits for yourself!

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