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What is PensionPro?

PensionPro is an all-encompassing cloud-based software solution designed to improve the efficiency of Third Party Administrators (TPAs) by streamlining plan management, enhancing client communications, and optimizing overall business operations. It comes in three distinct tiers: TRACK, TEAM, and BUSINESS, each tailored to meet various organizational needs. The TRACK tier serves as the entry-level option, providing essential tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal that enables smooth information exchange between administrators and clients. The TEAM tier expands upon the functionalities of TRACK by adding features like online data collection, time tracking, mass emailing capabilities, oversight of fee schedules, and integration with ftwilliam.com for essential forms and compliance requirements. This tier is specifically designed to enhance organizational structure and simplify internal workflows, leading to increased profitability. In addition, the BUSINESS tier delivers advanced tools and analytics that empower larger organizations to optimize their operational productivity further. With each successive tier, PensionPro provides increasingly sophisticated solutions tailored to support the diverse needs of TPAs.

What is Altair Pension Administration?

Altair is a versatile and secure pension administration platform specifically designed for retirement systems and their managers, offering a wide array of functionalities such as benefit calculations, automated workflows, document management, bulk processing, and ensuring compliance with regulations within a unified system. Equipped with a powerful calculation engine, it effectively handles complex individual and bulk computations while enhancing daily workflows with automation to reduce manual intervention. The platform also supports secure creation, export, and archiving of documents, maintaining thorough audit trails throughout the process. Additionally, it can efficiently process large volumes of statements, benefits, and pension increases. Hosted on a U.S.-based infrastructure compliant with FedRAMP standards, Altair features role-based access controls, multi-factor authentication, and provides real-time dashboards along with self-service reporting capabilities via its Insight module. Moreover, Altair is designed for seamless integration and migration, catering to the regulatory frameworks of various states, which broadens its applicability across different pension scenarios. Its extensive functionalities position it as an excellent solution for administrators aiming to enhance and modernize their pension management strategies, ultimately leading to improved operational efficiency and better service delivery to beneficiaries.

Media

Media

Integrations Supported

Anitian FedRAMP Comprehensive

Integrations Supported

Anitian FedRAMP Comprehensive

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PensionPro

Date Founded

2010

Company Location

United States

Company Website

pensionpro.com

Company Facts

Organization Name

Heywood

Date Founded

1975

Company Location

United Kingdom

Company Website

heywood.com/us/products/pension-administration/altair

Categories and Features

Categories and Features

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