Pension Administration

Connecting your organization to pension technology and resources

Our Pension Administration practice focuses on delivering leading-edge technology, proven implementation success, and exceptional service to our pension clients and their participants.

Our services include:

Online pension plan administration

Our secure PensionEdge® portal combines all pension administration, communication and reporting tools into one easy-to-use online database. The portal provides plan sponsors with instant access to all employees’ pension data and enables them to run benefit calculations, compile reports, view and print statements, manage paperwork and deadlines, communicate with participants, upload and store documents and more. Plus, the system is updated with legislative, regulatory and necessary technical changes, ensuring your pension plan remains compliant.

Add the optional participant portal, and your employees can gain access to the PensionEdge® system using secure passwords. Once there, this self-service portal will enable them to view personal pension information, print annual benefit statements, run unlimited retirement income scenarios using the online benefit estimate calculator, and request final benefit calculations and forms.

In addition to online tools and an experienced service team, clients get peace of mind knowing their pension plan strategy is cost-effective, efficient, and mitigates compliance risk.

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Participants Service Center

Providing essential support is a key element to giving plan participants access to information. Adding our Participant Service Center to your benefit program can connect your employees to knowledgeable representatives equipped to answer plan-specific questions and offer assistance with forms, website navigation and benefit payments. During off-hours, participants can leave a message that will be responded to on the next business day. Multilingual services are also available.

Benefit payment services

Let us help you streamline your pension plan benefit payment process. Our experienced team can assist with forms submission, processing of address, withholding or other participant data changes, locating missing participants, income verifications, monthly benefit payment reconciliation and monthly cash needs.