EXECUTIVE DIRECTOR
Simplified Pension Management
Lead Your Team to Success
PensionPro+™ offers the reliability, accuracy, and efficiency you need to empower your team and meet all your members’ needs.
Enjoy comprehensive pension software features:
- Store, track, and protect critical member information.
- Improve workflows with interfaces to active member payroll systems.
- Calculate and process refunds, buybacks, disability benefits, and retirement estimates.
- Execute retiree payroll and critical year-end processing including annual statements, W-2s and 1099s.
- Easily extract fund data through reports or simple ad-hoc queries for daily administration needs or communicating with members.
KEY BENEFITS
Deliver on Your Fund’s Goals and Members’ Needs
Operate With Confidence
Thanks to a wide range of features and customizable add-ons, you can access all the tools your team needs to reduce stress and improve productivity.
Empower Members to Self-Serve
Reduce member calls and visits by offering your members key tools for information access and processing. PensionPro+™ comes with a convenient and accessible member portal for active and retired members.
Protect Sensitive Details
PTG is committed to the highest security standards to safeguard your customer data against outside threats.
Stay Up to Date
Never worry about falling behind. Your PensionPro+™ subscription includes cloud-based SaaS architecture and principles to provide regular system and feature updates.
Enjoy Flexible Pension Services
The PTG team is your trusted pension administration partner. We will be there to guide you and your team through a smooth implementation project and support you after system go-live.
Meet Your Evolving Needs
PTG’s pension fund software has a robust feature set that can address your needs as your fund operations evolve over time.
ADMINISTRATIVE PROFESSIONAL
People-Friendly Pension Software
Get More Done with Less Stress
PensionPro+™ makes it easy to automate repetitive admin tasks, so you can focus on delivering an exceptional experience to your members.
Access advanced pension administration features:
- Respond to your members quickly and confidently with easy access to member information.
- Automatically track member contributions and active payroll history.
- Generate benefit estimates for members with ease.
- Administer retiree payroll confidently.
KEY BENEFITS
Eliminate Filing Cabinets and Paper Processes
Centralize Pension Information
Stay organized by keeping critical details like member profiles, documentation, payroll history, and tax documents in one place.
Give Members Total Transparency
The member portal empowers active and retired members to view their personal information, access fund documents, and execute basic processes.
Never Fall Behind
PensionPro+™ includes consistent updates to pension services and software, ensuring your system runs smoothly today and in the future.
Protect Personal Information
PensionPro+™ is supported by comprehensive security features like encryption, multi-factor authentication, and data backup to protect you and your members.
Access Experts in Moments
From day one to day one thousand the experts at PTG are here to help, with services for implementation, data transfers, report creation, and more.
Get More Done
Grow your fund with confidence thanks to cloud-based software that can expand to handle more members without slowing down.
BOARD OF DIRECTORS
Robust Pension Fund Software
Invest in the Future of Your Fund
Replace complex manual processes and obsolete systems with software that’s trustworthy, effective, and easy to upgrade.
Support for Today and Tomorrow
- Centralize critical data and documents and quickly notify members of updates.
- Process retiree payroll automatically to keep member satisfaction high.
- Create custom reports to measure important fund and member metrics.
KEY BENEFITS
Features You Need, Support You Deserve
Organize Your Information
Ensure transparency across multiple business functions to increase productivity and support collaboration.
Stay Competitive
PensionPro+™ combines a cloud-based design with PTG’s in-house expertise to ensure you have access to the system’s latest features and updates.
Safeguard Sensitive Data
Protect personal and financial information about your fund and its members, thanks to enhanced security features like multi-factor user authentication and 24/7 data monitoring.
Give Members More
Empower employers and members to view payroll and contribution history, update personal and beneficiary information, and access important documents from anywhere with an internet connection.
Rely on a True Partner
PTG acts as an extension of your team, so you can get support from qualified experts who understand your pension fund’s unique needs.
Amplify Your Success
PTG’s cloud-based pension services and solutions are built to grow with you, so you can expand your membership without technology worries.
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.
Talk to a Pension Fund Software Expert
Get answers to all your questions and discover how PensionPro+™ can help your pension fund thrive.
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