What We Do

Pension Software

Retirement Plan Management just got easier


Are you administering multiple pensions for multiple clients? Are you challenged by all of the manual calculations and endless streams of paper? Do you wish there was an easier way to handle all the variations of rules, methods, calculations, and exceptions that are found in retirement plan administration?

We know that’s a challenge! With more than 35 years of experience, we’ve figured out how to solve it in a cost effective manner.

Our software simplifies the most complex pension plans, helps streamline and automate your procedures and allows you to provide your members with self-service portals, so they can communicate with you when they want, and on their schedule.

Our parameter-driven rules engine facilitates easy plan building to ensure accurate calculations of benefit amounts, to determine retirement options, to disburse retiree benefits and for actuarial reporting. PensionBenefitsXG helps you automate your most critical functions so you can provide deeper levels of customer service and focus on the things that matter most.

Our pension software is designed specifically to handle the needs in Third Party Administration as well as for those who administered their own plans. PensionBenefitsXG provides you with the capabilities to handle the following:

  • Defined Benefit Pensions: multiemployer, multiple employer, associations
  • Defined Contributions Pensions, such as 401(k), 401(a), 403(b)
  • Hybrid cash balance plans
  • Vacation plans
  • Supplemental unemployment plans
  • Life Insurance

Why our Pension Software Works

The Pension Benefits system ensures that all information is consistent and accurate, all in one place. Seamless integration with our Contributions module can ensure real-time access for member inquiries and requests. Your Operations and IT staff will have extreme flexibility and access to data, rules, and codes, allowing you to be more nimble with your customers and trustees. No matter how complicated the plan, our robust system will:

  • Streamline your mailroom and paper workflow with the integrated ECM solution
  • Automate your application process with our integrated CRM and case management solution
  • Improve office production by reducing manual calculations and error checking
  • Configure your rules engine to perform “next action” decisions based on life events and other participant provided information
  • Issue benefit payments easily and improve your data exchange to your consultants, actuaries, and third party vendors with our decision support and data extraction tools
  • Provide your customers with their own, real-time Web access via our member self-service portal

With the speed, accuracy and efficiency of the basys benefits administration system, everyone benefits.

Want an enterprise solution?

You can choose to have your PensionBenefitsXG system stand alone, or for a fully integrated solution, deploy our full NexGen enterprise, including our billing/eligibility suite or health claims suite as a complete benefits administration solution for a truly unique competitive advantage.

Our dedicated benefits experts can help you configure your pension software with customized rules and processes, as well as provide you with setup guidance from our Best Practices in Benefits Administration model.

Where does PensionBenefitsXG reside?

Install our system at your office or in our SAS 70 Type II, HIPAA Hitech, and PCI Compliant hosted solution for 24×7 monitoring as well as ongoing maintenance and updates to your environment. Our optimized and secure servers give you the freedom to worry about other things besides maintaining hardware.

Are you ready to take your administration to the next generation? Want to know how 35 years in Retirement Plan Management could help your organization? We’d love to help, request a demo or contact us today or download one of our Success Stories to hear how we’ve helped others, just like you.

Leverage the Power of the Internet :

View Our Self Service Tools

Interested in learning more:

Request a Demo

Fact Sheets #3

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fact sheet: Pension Product