BENEFITS BY ROLE
How PTG Can Help You
Using PTG’s trusted pension administration software can save you time, improve communication with your fund members, and put key information at your fingertips.
Executive Director
Your team will spend less time processing retirements, running payroll, and performing complex calculations without sacrificing process quality and accuracy.
Learn MoreAdministrative Professional
Replace your manual processes, spreadsheets and legacy systems with modern software that allows you to complete your daily processing with ease and communicate confidently with your members.
Learn MoreBoard of Directors
Save costs, provide transparency to your fund members, and leverage reliable data to make the important decisions that impact your members’ lives.
Learn MoreSay goodbye to filing cabinets, overstuffed folders, spreadsheets and manual processes.
PensionPro+ consolidates and stores critical member and fund information in a single, secure location.
Let PensionPro+ do the calculations for you.
With built-in tools for actuarial reporting, benefits estimates, disability calculators, and more, you can ensure every member’s needs are properly accounted for.
Empower and improve efficiency.
Member and employer self-service portals enable your constituents to view, control and update their information in a few clicks.
FEATURE LIST
More Features, Fewer Headaches
Managing your pension fund properly is essential to give your members the retirement they’ve earned. PensionPro+ is designed to help you do exactly that, all while making your day less stressful.
- Member Demographics
- Beneficiary Tracking
- Dependent Tracking
- QDRO Tracking
- POA Tracking
- Employer Reporting
- Buybacks
- Annual Interest Rollup
- Refunds
- Annual Member Statements
- Actuarial Reporting
- Retirement Calculator
- Retirement Estimates
- Retirement Tracking
- Retirement Benefit Calculations
- Disability Benefit Calcuator
- Disability Tracking
- DROP
- Death Benefit and Tracking
- Retiree Payroll
- One-time Benefit Payments
- Payment Adjustments
- Outgoing Payment Interface
- Incoming Payment Interface
- 1099 and W-2 Processing
- Insurance Portal
- Member Self-Service Portal
- Employer Self-Service Portal
- Document Scanning
- DocuSign Integration
- Custom Workflows
- Single Sign-On (SSO)
- Custom Reports
WHY PTG PENSIONPRO+ ?
We’re putting the Service back in SaaS
With features designed specifically for pension administration from trusted industry experts.
Funds
States
Total Members Served
Assets Under Management
DOWNLOAD OUR PRODUCT BROCHURE
All the information you need is right here.
Get an overview of the features included in PTG’s public pension administration software, PensionPro+.
FAQ
What is SaaS?
SaaS stands for “software as a service.” SaaS products offer a subscription to software that is owned and operated by a company like PTG. By subscribing, you’ll enjoy benefits like automatic updates to keep your system running smoothly and easy access from anywhere with an internet connection. Plus, there’s no need to install software on your phone or computer and it’s cost effective.
Is your pension software secure?
Yes! We understand the sensitive nature of data like personally identifiable information, employment history, contributions, and more. Our software meets the application and data security standards you need and is hosted by infrastructure providers that are SOC II certified. We also provide 24/7 monitoring through trusted cybersecurity partners.
Will PensionPro+ take my job?
No! PensionPro+ is designed to help you do your job more efficiently and confidently. We provide the toolkit to help you deliver a satisfying experience to your members.
What if I’m not a “tech” person?
Perfect! We designed PensionPro+™ for use by people of all technology knowledge and comfort levels.
How long will it take to get started?
While some pension software solutions can take many years to fully implement, PTG aims to get your system live in a matter of months, not years.
Can you migrate the data from legacy pension administration software?
Yes, we can! We can migrate information from paper files, homegrown solutions, Excel spreadsheets, legacy mainframes or any other software to PensionPro+™.
Can you provide customer references?
Absolutely! We have many client names which we are happy to share with you. Connect with our sales team to get the conversation started.
Let’s Talk About Your Public Pension Fund
Whether you want to ask more questions, get a personalized demo, or dive right in, our friendly, knowledgeable team is here for you.
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