Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.
Description
Redii empowers organizations to offer retirement benefits to their employees worldwide. Our global pension solution is designed to be country-agnostic and integrates effortlessly with existing payroll systems, enabling smooth administration across various regions. We have formed partnerships with esteemed institutions such as BlackRock, Allfunds, and Willis Towers Watson to deliver top-tier investment opportunities for our members.
Key Features
- Worldwide Reach: Our international pension plans are versatile and can accommodate your workforce in over 150 countries.
- Streamlined Management: We ensure a hassle-free administration process by seamlessly connecting with your global payroll provider.
- Compliance Automation: Our platform automatically manages all necessary reporting and fulfills disclosure obligations to plan participants.
- Personalized Onboarding: You will receive a dedicated implementation manager who will assist you throughout the entire process, including team and payroll integration, ensuring a smooth transition. Furthermore, we prioritize exceptional customer support to address any queries or concerns you may have.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$199/mo + $5/member/mo
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PensionPro
Founded
2010
Country
United States
Website
pensionpro.com
Vendor Details
Company Name
Redii
Founded
2025
Country
United States
Website
www.redii.co
Product Features
Product Features
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
No
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
No
For Employers
No
HIPAA Compliant
No
Health Insurance Administration
No
Life Insurance Administration
No
Online Benefits Enrollment
No
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No