Integration Partners
PensionPro knows seamless system integrations save time and significantly improve the user experience, that’s why we prioritize collaborations with other trusted partners in the TPA industry.
For almost 50 years, the businesses that comprise AmericanTCS – American Trust Custody, American Trust Retirement, AmericanTCS Fiduciary Services, and American Technology Automation – partner with financial intermediaries to promote successful retirement plan outcomes. By focusing on relationships and continuous collaboration, we aim to establish ourselves as the go-to services partner in an ever-evolving marketplace, fulfilling our mission of creating financial security for all Americans.
DocuSign is a software solution that provides support for the web-based signing of documents. PensionPro offers integration with DocuSign services to seamlessly manage and send these documents to the necessary signers. A record of this Interaction will be stored within PensionPro, where the status of the document can also be tracked.
Dynamis, a 7 Simple Machines product, is the real-time data platform for TPAs, providing automated access to plan sponsor census, payroll and paycheck data. From census to 3(16) to Secure 2.0, Dynamis supplies data intelligence and standardized reports that ensure confidence in compliance.
Finch is an API integration platform that allows TPAs and recordkeepers to pull pay and census data directly from sponsors’ payroll systems. Sponsors can authorize access in minutes and send data directly from their payroll platform to the PensionPro system in a standardized format. Finch supports payroll providers like Gusto, Quickbooks, ADP, and Paychex.
Payroll Integrations, Inc. is an integration platform that builds seamless API connections between major payroll companies and 401(k) recordkeepers, TPAs, and retirement providers. Plan sponsors can connect their payroll and begin sending payroll, census, and year end testing data to their TPA in minutes.
PlanGen is an innovative financial technology company creating the industry’s most advanced, efficient, effective, high-performance defined benefit & defined contribution retirement benefit proposal illustration systems for national carriers, sales networks and independent agencies since 2002.
ftwilliam.com, a product suite of Wolters Kluwer Legal & Regulatory Solutions U.S., offers employee benefit professionals the highest quality plan document (retirement, welfare and non-qualified), government forms (5500, 1099, 1094/1095 and 5300), and DC Compliance software. ftwilliam.com also offers an integrated web-portal for securely transferring data and communicating with clients.
Business Partners
PensionPro is honored to work with the best in the business. Their services, products and knowledge enrich our ability to meet our clients needs.
ERISApedia.com provides retirement plan sponsors, administrators, attorneys, HR professionals and advisors with easy access to compliance information and important retirement industry materials. ERISApedia.com is an electronic ERISA library providing a unique new way to quickly find answers to the tough questions you face every day. Our revolutionary platform combines our proprietary, state of the art search tools and a user friendly, intuitive interface.
Plan Notice offers a solution for both notice fulfillment and missing participants, alleviating the burdens associated with sending notices and managing return mail. Utilizing advanced skip-tracing technology, Plan Notice proactively locates unresponsive or missing participants meeting DOL communication recommendations.
Stop sorting or filing papers! Focus on your business advantage and let your team do what requires human decision-making ability. Stax.ai leverages intelligent automation to perform the repetitive and menial tasks much faster and more accurately without succumbing to fatigue.
