PEOPLE-FRIENDLY PENSION SOFTWARE
Pension Fund Software Made Simple
PensionPro+™ is designed to help you administer your pension fund with less stress, faster processing, and more secure, accurate information.
Manage Member Information
Calculate Retirement Benefits
Protect Sensitive Personal Information
Process Payroll, W-2s, 1099s
KEY BENEFITS
Why PensionPro+™?
Comprehensive Features
With PensionPro+™, you can manage the entire member lifecycle, from active member processing to retiree payroll administration and everything in between.
Convenient Member Portal
The member portal allows your members to view important information like wage history, manage personal profile details, perform benefits estimates, and more.
Regular Updates
Traditional pension fund software is expensive and time-consuming to upgrade. PensionPro+™ automatically updates with the latest improvements, innovations, and features.
Data Security
We understand the importance of protecting your members’ personal information. That’s why PensionPro+™ has features like multi-factor user authentication and 24/7 security monitoring.
Easy-to-Use Software
PensionPro+™ was developed to make the transition to modern pension fund software more accessible with straightforward screens and familiar functions.
Expert Guidance
The PTG team has over 100 years of aggregate public pension experience and is dedicated to building long-term partnerships with our clients. We’ll be with you every step of the way, from implementation to ongoing support.
HOW IT WORKS
Get To Know PensionPro+™
Take a tour of PTG’s pension administration software and see how you can simplify fund management.
Get More Organized With Searchable, Sortable Digital Member Profiles
Get More Organized With Searchable, Sortable Digital Member Profiles
Save Time With Document Scanning And Automated 1099 And W-2 Processing
Save Time With Document Scanning And Automated 1099 And W-2 Processing
Let Members See And Update Information Through Securely Accessible Portals
Let Members See And Update Information Through Securely Accessible Portals
FEATURE LIST
More Features, Fewer Headaches
To give your members the pension experience they deserve, you need software with robust, reliable capabilities.
- 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
SUCCESS STORIES
Trusted by Hundreds of US Pension Funds
BENEFITS BY ROLE
Empower Your Team
Using PensionPro+™, you can save time, boost productivity, and access important information at the click of a button.
Executive Director
You sit at the center of pension fund administration. With PensionPro+™, you can oversee important functions and quickly answer questions from your team, your board, and your members.
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Administrative Professional
PensionPro+™ streamlines repetitive tasks to prevent information errors while giving you more time to focus on other responsibilities.
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Board of Directors
PTG’s pension fund software allows your team to give you the information and reports you need to make important and informed decisions for your fund.
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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 Pension Fund
Whether you have questions, want to see a personalized demo, or are ready to get started, our experienced team is here to help.
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