Your Partner in Modern Pension Administration

Sometimes the hardest part about making change in your organization is making the decision to start. We make it simple, with a straightforward, time-tested path to success. Each step in the upgrading process (plan rules, transitions, statements, payments, etc.) builds on the one that came before it so that by the time you are ready to go live, you'll have a fully customized pension system that runs just the way you want it to.

End-to-End Pension Administration, From Onboarding New Members All the Way Through Their Career To Paying Them Their Retirement

Modern Pension Administration Powered by Union Dev

Implementation Overview

Data Import

Information, data and reporting needs gathering. Plan text implementation and rule setting.

Data Conversion & Cleanup

Data scrubbing, customization of admin screens & workflows, and report customization.

Staff Training & Parallel Testing

Full staff training on the platform in sync with parallel testing to ensure system accuracy.

Go Live & Ongoing Support

We provide around the clock support to administrators so they can focus on doing their jobs. Additional customization and training on new features as requested.

Feature

Manage members and pensioners in one place

Help your team keep up, catch up, and get ahead with one central Member Database. Each member, past and present, has a comprehensive file. These files make it easier to update basic information, like addresses and phone numbers, to beneficiaries, dues, union status, and more.

Member Database also tracks every single transition and transaction to always provide you with a detailed audit trail.

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Manage members and pensioners in one place

Feature

Handle pension transitions with ease

In just a few clicks you can process a retirement, termination, or death, making it simple to handle a multitude of members transitioning at once.

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Feature

Reports unique to your union

We create reports that work for you. Our full suite of custom reports lets you take any piece of information, no matter how granular, and produces a report.

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Reports unique to your union

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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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