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Pension administration software

Pension administration that shows its work.

For public retirement systems, Taft-Hartley funds and third-party administrators. Pioneering pension administration, with optional AI enhancements across everything we offer.

The Pension Admin System

With the times, with or without AI.

We know the pains of a pension office. The ticket backlog. The slow answers to members, because the system is hard to find your way around. The checkbox that checks nothing. So we built a system that is with the times: modern frameworks, modules and components, integration friendly and built to scale, with validation behind the fields.

  • Modern frameworks

    Built on current web frameworks, not a grey grid from another decade.

  • Modular and component based

    Delivered as modules you can take one at a time, each built from the same components.

  • Integration friendly

    Bank files, general ledger, imaging archives, HR and payroll feeds, single sign-on and tax e-filing.

  • Built to scale

    From one plan to many funds under one sign-in, each fund's data isolated.

Take it with the AI add-ons or without them.

Your fund chooses which to use, if any.

ImplementationID

Take back control of your system.

Most pension system projects come with strings attached. ImplementationID comes without them.

  • Change orders

    The usual way

    Scope changes handled as separate change orders.

    With ImplementationID

    Your staff change the rules, without code.

    Each change to a plan value has an effective date and needs a second approver.

  • Waiting on the vendor

    The usual way

    Every change after go-live waits on the vendor.

    With ImplementationID

    The backlog of PIR tickets goes away.

    After go-live, a change you request through ImplementationID is usually done within a few hours to a few days, and you'll see it in the next release.

  • Vendor lock-in

    The usual way

    Only the vendor can run the system, and the deliverables stay in its project tools.

    With ImplementationID

    We host it, or you do.

    Leave the hosting to us, or we set it up in your own cloud and hand you the keys, with us a phone call away.

AI Solutions

AI agents that take on the legwork.

From the board pack to the next retirement application, AI agents prepare the work and check it against your plan rules. Your staff review and approve, so every team gets more done with fewer mistakes.

  • ExecutivesBoard-ready reports in minutes, not weeks. The system runs the numbers, AI writes them up.
  • Administrative staffAsk why a case is on hold and what comes next, with the plan section cited.
  • Call centerThe caller's record and an estimate on screen, and the notes drafted after.
  • EmployersContribution report problems caught before anything posts.
  • MembersA chatbot that answers with projections and walkthroughs, not walls of text.
  • You stay in controlNothing changes until a person with permission approves it.
See what AI agents do

Bring your hardest month.

Your hardest remittance, calculation or member question. We'll walk it through PensionID with you.
Book a demo

Book a demo for your staff, a walkthrough for your board or trustees, or both.