at Financial Technnology Year
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PensionPro TRACK
from PensionPro
Point-of-entry solution for TPA firms to simplify and automate retirement plan administration processes. Includes Customer Relationship Management (CRM), recordkeeping, compliance testing, project management, and plan sponsor interaction tools.
Category:
Pension Administration Systems
Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
PensionPro TRACK
Category:
Communication Management Platforms
Systems that manage member communications across multiple channels, including email, SMS, print, and digital portals. These platforms enable personalized messaging, automated notifications, and campaign management for retirement planning education.
PensionPro TRACK
Category:
Call Center Technology
Integrated telephone systems, CRM software, and knowledge bases that support member service representatives in responding to inquiries and service requests from pension plan participants.
PensionPro TRACK
Category:
Fiduciary Management Systems
Platforms that help pension fund trustees and fiduciaries track and fulfill their legal obligations, document prudent processes, and manage conflicts of interest in accordance with fiduciary standards.
PensionPro TRACK
Category:
Governance Management Platforms
Software that supports board and committee management, policy administration, and governance workflows. These platforms maintain governance documents, manage meeting schedules, and track decision implementation.
PensionPro TRACK
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