Partners

PensionPro is honored to work with the best in the business. Their services, products and knowledge enrich our ability to meet our clients needs.

ERISApedia.com provides retirement plan sponsors, administrators, attorneys, HR professionals and advisors with easy access to compliance information and important retirement industry materials. ERISApedia.com is an electronic ERISA library providing a unique new way to quickly find answers to the tough questions you face every day. Our revolutionary platform combines our proprietary, state of the art search tools and a user friendly, intuitive interface.

ftwilliam.com, a product suite of Wolters Kluwer Legal & Regulatory Solutions U.S., offers employee benefit professionals the highest quality plan document (retirement, welfare and non-qualified), government forms (5500, 1099, 1094/1095 and 5300), and DC Compliance software. ftwilliam.com also offers an integrated web-portal for securely transferring data and communicating with clients.

Stop sorting or filing papers! Focus on your business advantage and let your team do what requires human decision-making ability. Stax.ai leverages intelligent automation to perform the repetitive and menial tasks much faster and more accurately without succumbing to fatigue.

PlanGen is an innovative financial technology company creating the industry’s most advanced, efficient, effective, high-performance defined benefit & defined contribution retirement benefit proposal illustration systems for national carriers, sales networks and independent agencies since 2002.