PensionPal

PensionPal is built with the “soup to nuts” TPA in mind. PensionPal stores your client, contact, and plan data in a central location and offers additional flexibility such as customizable dashboards, sales tracking, an Outlook plugin, integration with other systems, detailed workflow and employee task management. Secure file transfer web portal option is available.

As a retirement plan professional, haven’t you always wished for a Client Management System that could:
  • Help you access client information quickly
  • Help you 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
  • 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

Special 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

PensionPal is supported by ASC’s Support Team. ALL Support Team members are retirement plan professionals with over 10 years of experience in the Industry. Live support is available every work day from 8 am-8pm Eastern Time. Additionally, you can access ASC Support 24/7 through our Online Client Support Center (CSC).