PensionPal

Take your business to greater heights with a superior client management system

PensionPal

Take your business to greater heights with a superior client management system

Overview

A client management system designed specifically for TPA’s that truly covers the four basic functions of management:

Plan | Organize | Direct | Control

Hardware RequirementsProduct Sheet

With PensionPal you can:
  • Access client information quickly
  • Link your clients and their associates (Brokers, Sales Agents, Accountants)
  • Have plan specs at your fingertips to consult with clients and their associates
  • Create reports within seconds based on any specific client or plan criteria
  • Log all client correspondence with Pension Pal for Outlook Add-In email integration feature
  • Keep track of all payouts (Distributions, Loans, Hardships and QDROs)
  • Create notes, attach files and emails directly to client, contacts & plan records
  • Track employee billable time and workflow
  • Utilize the dynamic reporting feature includes ad hoc, scheduled reports and pie-chart diagrams which provide at-a-glance answers to items such as referral sources, fees and revenue sharing, staffing, workflow status and more
  • Save time with the integration between ASC’s Plan Documents and DC/401(k) Systems
Features:

Customizable dashboards, colors and data fields enables users to quickly identify clients and prospects, as well as important current and historical plan data.
customizable screens

Keep track of all payouts (Distributions, Loans, Hardships and QDROs)
distributions

Mass create fillable PDF Forms such as Annual Census and click once to update all returned information
Fillable Forms

Detailed time and billing information tracks employee production and generates invoices
Invoice

download the pensionpal app

Please see the ASC System Hardware Requirements for specific requirements for server and workstations and Software Deployment Options for information on in-house servers, cloud servers and remote access.