Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • HostZealot Reviews & Ratings
    296 Ratings
    Company Website
  • CompAccelerator Reviews & Ratings
    29 Ratings
    Company Website
  • Mentornity Reviews & Ratings
    99 Ratings
    Company Website
  • Runn Reviews & Ratings
    34 Ratings
    Company Website
  • Skillcast Reviews & Ratings
    1,105 Ratings
    Company Website
  • Time Tracker by eBillity Reviews & Ratings
    3,425 Ratings
    Company Website
  • ERA EHS Software Reviews & Ratings
    38 Ratings
    Company Website
  • Acuity PPM Reviews & Ratings
    35 Ratings
    Company Website
  • Upper Hand Reviews & Ratings
    306 Ratings
    Company Website
  • Pylon Reviews & Ratings
    61 Ratings
    Company Website

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 Milliman MARC?

The Milliman Actuarial Retirement Calculator (MARC) acts as a comprehensive tool for managing pension plans, with a focus on delivering accurate and effective administration of defined benefit schemes. Initiated in 1991 by a talented group comprised of Milliman actuaries, retirement consultants, web developers, and IT specialists, MARC establishes a robust foundation for the calculation of pension benefits while ensuring the upkeep of vital administrative information. Its flexible architecture caters to multiple plan varieties and supports customizable options for calculations, reports, forms, data oversight, web interfaces, and workflow processes. By promoting participant engagement, MARC includes a user-friendly website that allows employees to access their personal data, engage in self-service activities such as adding beneficiaries, manage their forms and documents, communicate with plan sponsors, create pension projections, and conduct detailed retirement modeling. Furthermore, the tool not only simplifies the management of pensions but also significantly enriches the retirement planning journey for all involved, making it a valuable asset for both administrators and participants alike.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Milliman

Date Founded

1947

Company Location

United States

Company Website

us.milliman.com/en/products/marc

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

Avenu CPAS Reviews & Ratings

Avenu CPAS

Avenu Insights
PensionGold Reviews & Ratings

PensionGold

Levi, Ray & Shoup
Pension OS Reviews & Ratings

Pension OS

Union.dev
Avenu CPAS Reviews & Ratings

Avenu CPAS

Avenu Insights
PX3000 Reviews & Ratings

PX3000

Penad Pension Services
Milliman MARC Reviews & Ratings

Milliman MARC

Milliman