Who We Serve

Built around the way your plan works.

For public retirement systems, Taft-Hartley funds and third-party administrators.

Public retirement systems

Built around service credit.

One system of record for each member, employer and payment.
Board and legislative changes land as settings a second person approves, and every benefit shows how it was worked out.
Members check service credit, an engine-priced estimate, their next appointment and the documents still needed, from a phone before a shift.
Each contribution report reconciles what was reported, what was expected at plan rates and what was paid.
PensionID chatbots tell people up front that they're chatting with AI.

Taft-Hartley funds

Employers report hours once, and pension credits, annuity allocations, health hour banks, vacation and training funds update under each trust's own rules.
Rates live in one effective-dated table by fund, local and classification.
Trustee View gives both caucuses the same packet, with aggregates only.
Fund office staff decide eligibility, collections, suspensions and benefits.
Health and welfare data stays out of AI unless your trustees turn it on, and claims data is never used.

Third-party administrators

Run the funds you administer with each fund's data, rules, chatbot, AI settings and board packet kept apart.
Staff work each fund from one sign-in, each fund's data is isolated, and a cross-fund access attempt is refused and logged.
Set the data safety option, model location and retention for each client fund and each channel.
Change one client fund's rate without touching the others.
Data Migration converts a new fund's history with signed tie-outs, and ImplementationID maps its processes and delivers it module by module.

Bring the month, the rule change or the client fund your staff find hardest.