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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$199/mo + $5/member/mo
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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