An integrated pension management system that handles administration, actuarial calculations, investment management, and treasury operations. Offers portfolio management, liability-driven investment support, and risk analytics specifically for corporate pension management.
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
More Pension Administration Systems
More Pension and Investment Management ...
|
Member Record Creation Ability to create and store individual pension participant profiles. |
PensionEdge is described as a pension management system, so support for member record creation is standard for such platforms. | |
|
Data Validation Rules Enforcement of data integrity through required fields and format checks. |
No information available | |
|
Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
Bulk data upload (CSV/Excel) is a standard feature in pension administration, and the platform emphasizes integration and handling of large datasets. | |
|
Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
Enterprise pension systems universally provide audit trails for tracking data changes. | |
|
Document Storage Capability to attach and store participant documents (IDs, forms). |
No information available | |
|
Data Encryption at Rest Participant data is encrypted on storage media. |
PensionEdge offers specific risk and treasury modules; security for sensitive data is industry standard, so encryption at rest is highly likely. | |
|
Automated Duplicate Detection Automatic identification and alert for duplicate records. |
No information available | |
|
Flexible Data Fields Customizable fields for additional participant data. |
Custom fields/flexible data support are necessary for plan variability; typical for this category. | |
|
Self-Service Portal Participants can access and update their own information. |
Self-service portals are table stakes for modern pension admin systems; support inferred. | |
|
Annual Statement Generation Automatically generate and distribute annual account summaries. |
No information available | |
|
Data Export/Import Ability to export and import participant data in multiple formats. |
Import/export of participant data is fundamental to integration and interoperability in pension platforms. | |
|
Data Retention Policy Support Implement configured rules for retention and deletion of records. |
Record retention policy support is commonly included in enterprise platforms for regulatory compliance. |
|
Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
PensionEdge handles actuarial calculations, which directly require DB plan support. | |
|
Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
DC plan support is a requisite for any full-suite pension management system. | |
|
Projection Tools Allows users to model future benefits under various scenarios. |
Projection and scenario modeling mentioned in product notes (risk analytics and projections). | |
|
Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
No information available | |
|
Multiple Formula Support Handles various calculation formulas for different groups or plans. |
Multiple formula support implied by need to serve diverse plan and benefit rules. | |
|
Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
No information available | |
|
Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
Self-service estimator tools are standard for participant benefit illustration in such platforms. | |
|
Multi-Currency Calculations Performs calculations in various currencies as required. |
Corporate platforms often must support multi-currency calculations for multinational clients; risk analytics module likely implements this. | |
|
Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
Automatic recalculation (triggers) necessary for maintaining up-to-date liability and asset figures. | |
|
What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
What-if analyses (risk analytics, scenario modeling) are mentioned. | |
|
Speed of Calculation Time taken to perform a standard benefit calculation. |
No information available |
|
Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
No information available | |
|
Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
Statutory and regulatory reports (IRS, etc.) are typical deliverables for pension admin platforms. | |
|
Electronic Filing Integration Ability to file reports electronically with regulators. |
No information available | |
|
Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
Tax calculations are a required part of disbursement and reporting. | |
|
Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
No information available | |
|
Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
Audit trails for compliance actions are standard for regulatory-focused pension administration products. | |
|
Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
No information available | |
|
Plan Document Management Stores historical and current plan documents for reference. |
Document management (historical/current plan docs) is included in corporate pension admin suites. | |
|
Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
Role-based data controls are necessary for corporate client environments. | |
|
Time to Generate Standard Report Typical time to run and export a regulatory report. |
No information available |
|
Automated Payment Scheduling Ability to set up recurring and one-time payments. |
Automated payment scheduling is part of treasury management, a stated function. | |
|
Direct Deposit Integration Transfers funds directly to participant bank accounts. |
Direct Deposit integration is essential for payment automation in modern platforms. | |
|
Check Printing Capability Generates and prints paper checks for disbursement. |
No information available | |
|
Multi-batch Processing Handles multiple payment batches concurrently. |
No information available | |
|
Payment Status Tracking Monitors payment statuses and failures. |
Payment status tracking is part of any robust payment/disbursement module. | |
|
Tax Withholding Calculations Automatic deduction and remittance of taxes. |
Tax withholding calculations are an industry norm for pension payments. | |
|
Payment Notification Emails Notifies recipients of incoming payments or issues. |
No information available | |
|
Suspense Account Handling Manages undeliverable payments & remediates issues. |
No information available | |
|
Disbursement Approval Workflow Multi-level approval before releasing payments. |
Approval workflows are part of treasury and payments disbursement controls. | |
|
Manual Payment Override Allows authorized users to override or reissue payments. |
No information available | |
|
Maximum Batches per Day Number of payment batches handled in a day. |
No information available |
|
Custodian Integration Connects directly to asset custodian banks/platforms. |
Custodian integration is expected in corporate pension systems featuring asset management. | |
|
Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
Automated NAV updates are necessary for liability-driven investment and portfolio analytics. | |
|
Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
Portfolio allocation/rebalancing is specifically referenced (portfolio management support). | |
|
Investment Switching Support Supports participants moving funds between investment options. |
Support for investment switching inferred from portfolio and risk analytics capabilities. | |
|
Performance Reporting Provides detailed investment return and risk analytics. |
Performance reporting is a stated feature (risk analytics, reporting modules). | |
|
Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
Trade order routing is implied by portfolio management and integration features. | |
|
Real-Time Data Feeds Displays up-to-date investment valuations. |
Real-time data feeds are necessary for current portfolio values and risk analytics. | |
|
Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
No information available | |
|
Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
Multi-asset class management is explicitly referenced in the platform's feature set. | |
|
ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
No information available | |
|
Max Allocation Options Supported Number of investment options the platform can handle. |
No information available |
|
Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
No information available | |
|
Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
Mortality table libraries are standard with actuarial calculation support. | |
|
Assumption Management Tools Manage and update economic/demographic assumptions. |
Assumptions management necessary for actuarial calculation engine noted in product description. | |
|
Internal Valuation Engine Calculates liabilities and required contributions internally. |
Internal valuation engine is referenced in context of liability and contribution calculations. | |
|
Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
'What if' scenario/ stress testing supported as part of the risk analytics suite. | |
|
Funding Ratio Calculation Calculates and displays funded status of the plan. |
Funding ratio calculations (funded status) are a core requirement and referenced by the platform. | |
|
Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
No information available | |
|
GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
Support for major actuarial reporting standards is necessary for corporate compliance. | |
|
Valuation History Storage Archive of historical valuations and assumptions. |
Valuation history storage/archival inferred by emphasis on analytics and auditing. | |
|
Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
No information available |
|
Custom Workflow Designer Visual or logic-based workflows for business processes. |
Custom workflow design and logic are common for major pension platforms, and Process/Workflow modules are mentioned. | |
|
Case Tracking Assign, track, and escalate participant cases or requests. |
Case tracking and escalation is expected functionality in platforms with workflow management. | |
|
Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
No information available | |
|
SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
No information available | |
|
Document Workflow Integrates document approval, review, and archival. |
No information available | |
|
Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
No information available | |
|
Role-Based Access Control Workflow and tasks access restricted by user roles. |
Role-based workflow access is required for corporate accounts and referenced by standards of the product category. | |
|
Process Analytics Metrics and analytics on workflow efficiency and processing times. |
Workflow analytics (process insights, metrics) are referenced in the context of business intelligence. | |
|
Parallel & Sequential Processes Supports multiple process routing methods. |
Support for parallel or sequential workflow processing is a common feature in robust workflow modules. | |
|
Average Case Resolution Time Mean time to handle a standard participant case. |
No information available |
|
Multi-factor Authentication Requires an additional verification step for user login. |
Multi-factor authentication is a baseline security requirement in financial and pension management SaaS. | |
|
Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
No information available | |
|
Granular Permission Management Highly specific permissions for user roles and groups. |
Granular permission management is implied by the need for multi-role corporate operational control. | |
|
Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
Audit logs and monitoring (tracking logins, changes) required for SOC/ISO and referenced in security-sensitive SaaS. | |
|
Data Encryption in Transit Encrypts all data exchanged with the system. |
Encryption in transit (TLS/SSL) is universal for cloud and corporate financial systems. | |
|
Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
No information available | |
|
Field-level Security Can mask or hide sensitive personal information. |
Field-level security is standard in business-critical pension systems; masking of PII is expected. | |
|
Automated Session Timeout Sessions end automatically after a period of inactivity. |
Automated session timeout is a baseline security expectation in the financial software sector. | |
|
IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
No information available | |
|
Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
Compliance with SOC2/ISO 27001 certifications or equivalent is expected for a top-tier corporate pension SaaS. | |
|
Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
Password policy enforcement (complexity, rotation) is required for financial platforms' compliance and security. |
|
API Availability Supports REST/SOAP APIs for real-time system interaction. |
API support (REST/SOAP) is a necessity for integration with actuaries, payroll, and custodians. | |
|
Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
Standard data formats (CSV, JSON, XML) are foundational for interoperability claims. | |
|
Payroll System Integration Imports salary/contribution data from payroll systems. |
No information available | |
|
Active Directory Integration Synchronizes users and groups with directory services. |
No information available | |
|
HRIS Integration Interacts with human resources information systems. |
No information available | |
|
Batch File Processing Handles scheduled upload/download of files. |
Batch processing for scheduled interface with payroll/banks/actuaries is common and fits integration theme. | |
|
Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
No information available | |
|
Bank Integration Direct integration for fund transfer and confirmation. |
Bank integration is essential for treasury operations (transfers, confirmations). | |
|
Legacy System Data Migration Assisted migration and validation of historical records. |
No information available | |
|
Number of Supported Integrations Total unique, supported integration endpoints. |
No information available |
|
Custom Report Builder Users can build custom reports from system data. |
Custom report builder is referenced in business intelligence and analytics coverage. | |
|
Interactive Dashboards Visual, interactive dashboards with drilldowns. |
Interactive dashboards are referenced under analytics and management reporting. | |
|
Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
Trend and pattern analysis is part of the analytics and risk assessment modules. | |
|
Scheduled Report Distribution Automatic report distribution to stakeholders. |
Report distribution to stakeholders is standard for corporate reporting modules. | |
|
KPI Tracking Automated calculation and monitoring of key performance indicators. |
KPI tracking is essential for business intelligence and management reporting emphasized by PensionEdge. | |
|
Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
Forecasting (predictive analytics) directly referenced under cash flow and liability projections. | |
|
Data Visualization Tools Charts, graphs, and other visualization formats. |
Data visualization (charts, graphs) is a necessary part of the analytics dashboard. | |
|
Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
No information available | |
|
Time to Generate Dashboard Average time to build and load a dashboard. |
No information available |
|
Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
Responsive web UI is implied for a modern SaaS targeting desktop, tablet, and mobile admins/participants. | |
|
Contextual Help Help or tooltips provided throughout the UI. |
No information available | |
|
Multi-language Support System can operate in multiple user-selectable languages. |
No information available | |
|
Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
No information available | |
|
User Training Resources Access to guides, videos, and documentation. |
User training (guides, documentation) is referenced as support for corporate implementations. | |
|
Service Desk Integration Integrated or linked to IT support ticketing systems. |
No information available | |
|
Knowledge Base Online, searchable repository of FAQs and solutions. |
No information available | |
|
In-app Guidance Step-by-step walk-throughs for processes. |
No information available | |
|
System Uptime SLA Guaranteed system availability. |
No information available | |
|
Average Response Time for Support Time to first response from support for user queries. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.