Home
 
About Us
 
| Products & Services | Case Studies
 
| Distribution
 
| Product Demos
 
| Contact Us
 

PENSION PLANNER

... With Technology Comes Control


Provides Pension Particulars

This system is designed to allow employees and plan members access to pension information through the internet and/or voice technology. Instead of having members of your HR team tied up with constant inquiries about pension information, you can streamline the dissemination process and increase the time available for employee inquiries by the implementation of Pension Planner. When an employee’s spouse inquiries about a specific pension provision at the evening dinner table, that inquiry can be addressed easily without waiting until the next workday. Pension Planner provides information concerning vesting credits, account balances, payment options, pension calculations, retirement dates and other pension options.


Pension Planner Integrates with:

• Defined benefit systems
• Defined contribution systems

Features

Provides callers with pension information including

 

Benefits

Easily accessable and user friendly

 

Compatibility

Integrates with plan administrators’ defined benefit and defined contributions legacy systems

* Vesting credits

* Account balances

* Payment options

* Retirement dates

* Payment dates and amounts

* Operator Opt Out Available

* Multi-Lingual

* Fax on demand

* 401(k)

* Convenient

* Timely

* Accurate

* Confidential

* Available 24/7

* Bridges with existing technology or offered as a hosted service