*NEW* Multi-Employer Pension Plan Administration Whitepaper
Union.dev helps self-administered pension funds manage recordkeeping, contribution processing, reporting, portals, and operational workflows through one modern pension administration platform.
Member records, contribution processing, and plan data scattered across legacy platforms creates reconciliation burden and operational friction.
Generating contribution reports, receipts, and compliance documentation requires manual exports, spreadsheet work, and disconnected processes.
Portal experiences built separately from core administration mean stale data, sync delays, and member service challenges.
Staff managing contributions, pricing, and member records need modern software that improves workflow efficiency without adding system complexity.
Pension OS provides the core capabilities self-administered pension funds need to manage recordkeeping, contributions, reporting, and portal experiences through one connected platform.
Plan records, member records, balances, transaction history, and audit trails.
Sponsor uploads, validation, posting, processing review, and downstream records.
Operational reporting, contribution history, totals, exportable datasets, and receipt generation.
Secure digital experiences for each stakeholder group.
Controlled permissions, workflow history, and reviewable activity.
Microsoft Azure environment, centralized infrastructure, monitoring, and resilience.
Pension OS is built as an integrated platform where recordkeeping, contribution processing, reporting, and portal experiences share data and workflows without manual reconciliation or duplicate entry.
Unified audit and authorization layer
Role-based access and complete audit history across all modules.
Hosted in Microsoft Azure
Enterprise infrastructure with monitoring and resilience.
Role-based portals
Member, employer, and admin experiences connected to the core system.
Operational reporting
Exports, receipts, and analytics built into the platform.
Controlled system boundaries
Integration points designed for controlled, auditable data exchange.
Give participants, employers, and internal teams the access they need—all connected to the same underlying pension administration system.
Pension OS provides executive dashboards, operational reports, and exportable data that help pension leadership and staff understand contribution volumes, member activity, and workflow performance.
Contribution volumes and trends
Track sponsor contributions, processing status, and historical trends.
Member activity and plan totals
Monitor participant counts, vested service, and benefit calculations.
Receipt generation and workflow volume
Track receipts, sponsor uploads, and processing queue activity.
Export and audit log visibility
Generate data exports and review complete audit history.
Pension OS is hosted on Microsoft Azure with enterprise security controls, identity management, and operational infrastructure designed for self-administered pension fund environments.
Pension OS runs on Microsoft Azure with enterprise infrastructure and availability.
Microsoft Entra ID integration for centralized identity and authentication.
Granular role controls, multi-factor authentication support, and session management.
System monitoring, automated backups, and operational resilience infrastructure.
Many self-administered pension funds start with recordkeeping and contribution processing, then add reporting, portals, and integrations as implementation priorities evolve—maintaining one connected operating model.
Recordkeeping, contribution processing, and member data.
Reporting, portals, and operational extensions.
All capabilities share the same platform foundation.
Pension OS provides recordkeeping, contribution processing, reporting, and portal experiences through one connected platform—built for self-administered pension funds that want to modernize without outsourcing operations.