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SIMPLIFY PENSION ADMINISTRATION
WITH OUR COMPLETE
OUT-OF-THE-BOX SOFTWARE SOLUTION
Efficiently manage your pension plans and offer real-time online benefit access to participants.
Learn More Watch Our Video
 
Our software improves efficiency and profitability
  • Push-button benefit calculations will save you time and money
  • Pre-built online pension portal requires no hardware or software
  • Robust database feeds third-party actuarial valuation software
  • Worktrack system provides tracking of all payment processing tasks
  • Go paperless and digitally store all pension documentation
  • Flexible enough to handle every pension design

Automated benefit processing

Effortlessly calculate and track all pension benefits.


Pre-built pension portal

Provide plan participants and HR staff with online pension access using our pre-built portal.


Robust relational database

Store all pension data and paperwork and reconcile data for actuarial valuation.

Easy to use, yet incredibly powerful
  • Screens are clean, simple, and intuitive
  • Setup is done with check boxes and buttons, not writing code
  • Viewing and editing participant data is quick and easy
  • Data is maintained with imports, online updates, person-by-person editing, and an Excel-like data view.
  • Benefit calculations and annual statements are run and stored in seconds
 
 
Calculate actuarial factor using Excel
  • Our DBPXL Actuarial Add-in incorporates actuarial calculations into Excel
  • Compatible with all Excel versions through Office 2019 and 64-bit
  • 2D Mortality Tables are fully supported
  • Our Formula Writer simplifies writing formulas to a few clicks
  • Installation is completed in minutes
  • All product help and support is included at no additional charge
Want to learn more about DB Precision and our secure Internet Portal?
 860.540.3690
 sales@pensionsoft.com
SIMPLIFY PENSION ADMINISTRATION
AND BECOME ONE OF
OUR MANY HAPPY CUSTOMERS
Over 300 plans use our software and growing. Customers include actuaries, pension and multiemployer administrators, as well as pension plan sponsors.
Learn More

Actuarial
Firms

Complete benefit calculations, election forms, and benefit statements in seconds, reconcile valuation data, and offer your customers online benefit access.


Pension and
Multiemployer Administrators

Benefits administration is effortless with push-button benefit calculations, electronic document management, and workflow tracking tools.


Plan Sponsors and
Municipalities

Save time and money by administering your own plan. Producing benefit calculations and sending data to your actuary is completed in minutes.

 
You can be up and running in weeks
  • Contact Us to schedule a quick online demo
  • We set up your first pension plan for you during our 2-day onsite training
  • Unlimited customer support is provided at no additional cost
  • Online participant portal access requires no additional hardware or software
No plan has ever been too complicated for our systems to handle
  • Over 300 plans use our software and growing
  • Multi-employer plan administration and data storage is handled with ease
  • Union, government, and corporate plans are all fully supported
  • Store unlimited amounts of data at any frequency during participants' entire employment history
 
SIMPLIFY PENSION ADMINISTRATION
WITH AUTOMATED BENEFIT CALCULATIONS
AND ELECTION FORMS
Effortlessly produce customizable benefit calculations, statements, and pension payment election forms.
Learn More
 
Fully automate your benefit calculation processes
  • Benefit calculations are completed simply by entering a participant's termination date and payment start date.
  • Check a box and results are stored as a pdf in DB Precision's electronic archive
  • Every type of calculation from late retirement to service breaks is automated
  • All regulatory rules including 415(b) and 401(a)(17) are built in
Creating pension forms is quick and simple
  • Results export to Word providing editable benefit paperwork
  • Produce plan freeze and termination paperwork for every participant in seconds
  • Use your existing forms or update to our standard forms package
  • Produce any type of paperwork from annual benefit statements to QDROs and death benefit notices
 
SIMPLIFY PENSION ADMINISTRATION
WITH DATA STORAGE AND
RECONCILIATION TOOLS
Store anything you will ever need for pension administration and actuarial valuation using DB Precision's included robust relational database.
Learn More
 
Manage unlimited amounts of pension data
  • Maintain hours and salary history reported at any frequency from weekly to bi-annual
  • Store millions of records without any decrease in performance
  • Ensure data consistency across all processes by using a single source for benefit calculations, statements, and valuation
  • All database activity is automatically recorded providing you a full audit trail of changes
  • Define new import record layouts in minutes and bring in data using any source or format
  • Run built-in data validations to ensure that your data is always accurate
Use DB Precision's archive to electonically store any document
  • Store anything from pdf files to Word documents and Excel workbooks
  • Find and open previously archived documents in seconds
  • Permanently maintain benefit election forms, QDROs, and any other paperwork
  • Check a box and the archive is securely accessible by participants online
  • Electronically create and store batches of benefit statements or estimates for groups of participants
 
Press a button and data is extracted for actuarial valuation
  • Complete the data work for almost any plan in hours rather than days
  • Run a snapshot on the valuation date and a standardized data file is created for valuation
  • Seamlessly integrates with popular valuation products including ProVal and DBVAL
  • Run built-in reports such as the lifecount reconciliation to get a detailed view of changes since the last valuation
SIMPLIFY PENSION ADMINISTRATION
WITH DATA STORAGE AND
RECONCILIATION TOOLS
Store anything you will ever need for pension administration using DB Precision's included robust relational database.
Learn More
 
Manage unlimited amounts of pension data
  • Maintain hours and salary history reported at any frequency from weekly to bi-annual
  • Produce files to send to your actuary for annual valuation in minutes with the press of a button.
  • Integrate with data from payroll and benefit trusts to ensure consistency across all data sources
  • All database activity is automatically recorded providing you a full audit trail of changes
  • Run built-in data validations to ensure that your data is always accurate
Use DB Precision's archive to electonically store any document
  • Store anything from pdf files to Word documents and Excel workbooks
  • Find and open previously archived documents in seconds
  • Permanently maintain benefit election forms, QDROs, and any other paperwork for your employees
  • Check a box and the archive is securely accessible by participants online
  • Electronically create and store batches of benefit statements or estimates for groups of participants
 
SIMPLIFY PENSION ADMINISTRATION
PROVIDING A SECURE PENSION PORTAL
TO PARTICIPANTS
With the check of a box, plan participants can access our secure pension portal enabling them to complete their own real-time benefit calculations.
Contact Us
 
Offer participants secure online access to pension information
  • Participants and plan sponsors complete and submit their own real-time benefit calculations and payment forms online
  • There is no additional hardware or software for you to purchase or maintain
  • No data permanently resides on our servers. All participant data is deleted on logout.
  • Online users can view paperwork and securely upload documents through the portal to your network
  • Participants and Sponsors can be configured to view and even edit pension information online
  • Setup and portal branding is done using settings and check boxes, not by writing code
  • Calculations can include projection assumptions and DC plan information for financial planning
Want to learn more?
Contact us today to schedule a short demonstration:
 860.540.3690
 sales@pensionsoft.com
Download some additional information here:
pdf PensionSoft Brochure
SIMPLIFY PENSION ADMINISTRATION
PROVIDING A SECURE PENSION PORTAL
TO PARTICIPANTS
With the check of a box, plan participants can access our secure pension portal enabling them to complete their own real-time benefit calculations.
Contact Us
 
Offer participants secure online access to pension information
  • Participants complete and submit their own real-time benefit calculations and payment forms online
  • There is no additional hardware or software for you to purchase or maintain
  • No data permanently resides on our servers. All participant data is deleted on logout.
  • Online users can view paperwork and securely upload documents through the portal to your network
  • Participants can be configured to view and even edit pension information online
  • Calculations can include projection assumptions and DC plan information for financial planning
Want to learn more?
Contact us today to schedule a short demonstration:
 860.540.3690
 sales@pensionsoft.com
Download some additional information here:
pdf PensionSoft Brochure
CONTACT US
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SALES SUPPORT
Email: sales@pensionsoft.com
Phone: 860.540.3690 Option 1

PRODUCT SUPPORT
Email: support@pensionsoft.com
Phone: 860.540.3690 Option 2

HEADQUARTERS
55 Corporate Avenue
Plainville, CT 06062
PENSIONSOFT CORPORATION
COMPANY NEWS
If you're interested in seeing what else is happening with PensionSoft, then you've come the right place.
February 11, 2019
New Version of DB Precision Released
DB Precision version 2017.19.2.8 has been released which includes several new enhancements and fixes designed to handle an ever-growing number of pension plans on our system.
April 16, 2018
Internet Portal Update Released - Version 2016.18.4.12
An update to the PensionSoft Internet Portal (mypensionbenefit.com) has been released. This version includes changes to beneficiary data shown.
October 13, 2017
2018 Government Limits Now Available
Rounded and unrounded IRS limits for 2018 are now available through our website. Click here to learn more.
October 24, 2016
PensionSoft and Penchecks Announce Partnership
PensionSoft and Penchecks have agreed to align their two systems to further simplify pension administration. Click here to learn more.
October 2, 2015
PensionSoft Named Tech Company To Watch
The Connecticut Technology Council has designated PensionSoft to be a Tech Company To Watch featured at the 2015 Connecticut Innovation Summit.
SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT RESOURCE LINKS
What type of information are you looking for?
Press one of the buttons above to view information for a given category
SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT RESOURCE LINKS
What type of information are you looking for?
Below are links to key interest rates commonly used in the administration of pension plans:
SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT RESOURCE LINKS
What type of information are you looking for?
Below are links to key interest rates commonly used in the administration of pension plans:
SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT RESOURCE LINKS
What type of information are you looking for?
Here are some links to other websites that contain useful information when administering pension plans:
SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT RESOURCE LINKS
What type of information are you looking for?
Click on any of the links below to download the corresponding decrement or mortality table as a .csv file:
§417(e)(3) Mortality Rate Tables (2008 - 2019):
Other Mortality Rate Tables:
Termination Rate Tables:
Disability Rate Tables:
©2019 PensionSoft Corporation, LLC | 860.540.3690 | web@pensionsoft.com