Pension Admin System
One system of record. Three portals. Rules your staff change without code.
Our approach
The system first. AI on top, if you want it.
The AI enhancements are optional add-ons: your fund chooses which to use, if any.
The foundationPension Admin SystemIncluded
- One system of record behind the Member, Employer and Administrator Portals
- A Work Hub for every task, with its metrics
- Reports built and scheduled without writing queries
- Plan values, notices and portal content changed without code
- Portals in English and Spanish, built to meet WCAG 2.2 AA
- Integrations with the systems you already run
- Field-level encryption, multi-factor sign-in and a tamper-evident audit ledger
Optional add-onsAI enhancementsOptional
- The PensionID AI chatbot in the Member, Employer and Administrator Portals, answering members about their own record through read-only lookups, with identifiers never sent to the model
- AI agents that prepare each workflow step for your staff to approve, in the workflows your fund chooses
- AI agents that work from the system's data-quality checks and queue each missing or conflicting detail for staff to fix
- Employer payroll files in any layout, their columns mapped by AI for the employer to confirm
- Call notes and follow-up tasks drafted for staff to review
- The AI Report Builder, and a board slide drafted from any report
What it provides
The essentials, built in.
Multilingual
The Member and Employer Portals in English and Spanish, with more languages added as your plan needs them.
Accessible
The Member, Employer and Administrator Portals are built to meet WCAG 2.2 AA.
Integration friendly
Connects to bank files, general ledger, imaging archives, HR and payroll feeds, single sign-on and tax e-filing, and your records export in documented formats.
Configurable without code
Staff change plan values, document requirements, notices and portal content themselves, each change with an effective date and a second approver.
Secure and audited
Field-level encryption, multi-factor sign-in on every portal, roles and permissions, and a tamper-evident audit ledger verified every day.
Documents and e-forms
Members submit forms online with a signature, and see which documents are needed and where each stands.
Messaging and appointments
Secure messaging, appointment booking from your own office hours, and seminars with waitlists.
Payroll and tax
Retiree payroll runs are approved by different staff members and produce a bank payment file, and tax runs are filed electronically.
Many funds, one sign-in
Administrators run the funds they administer from one sign-in, with each fund's data isolated.
Work Hub
Every task in one queue, with the metrics to run it.
- Tasks from members, employers and workflows land in one queue, where staff filter, assign and pick up work.
- Metrics show what is open, due today and past due, and how quickly work closes.
- Staff open on what needs them today: pending applications, past-due tasks and open escalations.
- Supervisors see late work across every queue, with service-level timers and escalation, and claims on a case expire on their own so two staff members don't work it at once.
- Workflows are drawn in a visual designer, with due dates and escalations set per workflow, and time on hold doesn't count against the clock.
- Approval gates scale with the amount, and retirement cases need two sign-offs by different staff members. The submitter can never approve.
PensionID Admin
Work HubMembers, employers and workflows in one queue
- Open
- 128Across six queues
- Due today
- 14Nine assigned
- Past due
- 3With a supervisor
- Time to close
- 2.4 daysMedian, last 30 days
- Retirement applicationPriya N.Due: TodayIn reviewAM
- Employer report exceptionQuarrenton Transit AuthorityDue: 1 day lateNeeds a supervisorJR
- Beneficiary changeTom K.Due: Oct 14Waiting on documentsLS
- Refund requestAmara O.Due: Oct 15NewUnassigned
- Secure messageCity of QuarrentonDue: Oct 16In progressDM
Open work by queue
- Retirement applications34
- Employer reports27
- Beneficiary changes21
- Refunds18
- Secure messages16
- Escalations12
PensionID Admin
ReportsBuilt and scheduled without writing queries
Catalogue
- FinancialContributions received and expected
Contributions received and expectedFinancial · All employers · May to October
$ thousandsExpectedReceived
Contributions received and expected by month, May to October, in thousands of dollars: received matched expected in June and August, ran a little short in May, July and September, and October is $33K short so far.
- Expected
- $2,510K
- Received
- $2,464K
- Outstanding
- $46K
Runs monthly · Sent to the board
Reports
Reports without writing queries.
- Build custom reports from approved data sources without writing queries.
- Schedule reports to run on their own.
- Trustee-ready and board-ready reports you can schedule and export.
Self-service portals
One record. A portal for each side of the counter.
Administrator Portal
Casework that shows whose move it is.
- Retirement cases and payment runs wait for two different staff members.
- The scan detects. Staff decide, with reasons.
- Board-ready reports from the system of record, without writing queries.
Member and Participant Portal
Self-service that never guesses.
- Scenarios priced by the Calculation Engine, online applications and a case they can follow.
- When a fact is missing, the portal says so.
Take the Member Portal tour Take the Participant Portal tour
Employer Portal
Reports that reconcile, and say whose move it is.
- Employers see problems before they submit.
- Each report reconciles three ways: reported, expected at plan rates, and paid.
- Employers manage their own team.
Ways to start
Replace your system, or start in front of it.
Take the full platform, or put the portals in front of the system you run today.
See the platform with your own plan rules.
Bring one plan provision your staff find hard to administer and a benefit that's hard to explain.