PensionPal is a client management system specifically designed for Third-Party Administrators (TPAs) to manage the four core functions of management: Plan, Organize, Direct, and Control. It provides quick access to client information, allows linking of clients with their associates such as brokers, sales agents, and accountants, and keeps plan specifications readily available for consultation. The system enables users to create reports based on specific client or plan criteria in seconds, log all client correspondence through Outlook Add-In email integration, and track all payouts including Distributions, Loans, Hardships, and QDROs. Users can attach files and emails directly to client, contact, and plan records, track employee billable time and workflow, and utilize dynamic reporting features for insights into referral sources, fees, revenue sharing, staffing, and workflow status. PensionPal integrates with ASC’s Plan Documents and DC/401(k) Systems to save time. Customizable dashboards, colors, and data fields help users quickly identify clients, prospects, and important plan data. It also supports mass creation of fillable PDF forms and detailed time and billing tracking for employee production and invoicing. The system includes 8-12 hours of CRM consulting for setup, data import, and training.

Features & Benefits

• Client Information Management: Provides quick access to client data, links clients with associates, and stores plan specifications.
• Reporting and Analytics: Generates reports based on client/plan criteria, offers dynamic reporting with ad hoc and scheduled options, and provides insights into various business metrics.
• Workflow and Time Tracking: Tracks employee billable time, workflow status, and employee production for invoicing.
• Document and Communication Management: Logs client correspondence via Outlook integration, allows attaching files and emails to records, and supports mass creation of fillable PDF forms.
• Payout Tracking: Keeps track of all types of payouts including Distributions, Loans, Hardships, and QDROs.