Three users. One solution.
Our Admin portals are a technology-based administrative solution that meet the needs of every user in the plan. These simple and secure portals are also modern and scalable, ensuring an optimal experience on all devices.
Admin Pro
For administrators who want to be more efficient:
- Centralized documents and real-time data management
- Quick access to key information on members
- Access to around 30 reports to simplify administration
- Tracking of administrative processes
- Administration of multiple plans
Admin Participant
For members who want to understand, track and plan for retirement in a simple and intuitive environment:
- Access to statements and documents
- Personalized retirement income projections
- Beneficiary management
- Secure document upload
- Centralized communications, clear and personalized information
The Admin Participant portal will be tailored to your organization to provide a coherent and reassuring user experience that reflects your brand.
Admin Committee
For pension committees and other governance bodies that want to collaborate efficiently:
- Streamlined access and quick document search feature
- Simplified meeting management and planning
- Better decision traceability
- Increased autonomy for committee members
Services that adapt to the way you work
Whether you’re seeking full outsourcing, a collaborative model or a technology solution, we will tailor our services to your needs and processes.
In concrete terms, our specialists focus on the main administrative aspects of your plan and adapt to the level of support you need:
- Administering benefits in a rigorous manner
- Updating data by interface and annual data
- Producing annual statements and benefits calculations
- Authorizing the payment of benefits
- Managing transfer agreements and past service buyback
- Offering a call centre to assist plan members
- Submitting regulatory filings
- Optimizing your administrative processes
- Developing and facilitating presentations for plan members
Tailor-made training for your pension committee to strengthen efficiency
In addition to supporting daily operations, we also help build the knowledge of pension committees to enable more effective governance.
The responsibilities of pension committee members are complex and constantly evolving. That’s why we developed a tailor-made training program designed to help them better understand their role, their fiduciary duties, risk management and best practices in administration. The program results in more effective communication, better preparation for meetings and more informed decisions that benefit the plan and its members.
A transition that inspires confidence
The decision to change providers or modernize your administrative tools is an important one. Our team can support you every step of the way through structured project management, a rigorous approach and flexible tools.
The expertise of a multidisciplinary team
Serving as a true consulting partner, our administration team listens to your needs, anticipates challenges and proposes tangible ways to improve. Our specialists also collaborate with experts in actuarial science, communication, technology, taxation and governance, providing coherent, sustainable solutions that are tailored to your organization’s true challenges.
Ready to transform your plan’s administration experience?
Improve your plan member experience, simplify your processes and give your teams the tools they need.
Request a demo
Talk to our pension plan administration experts
Tell us about your issues: our specialists can help!
