The PensionEdge® portal is thorough, quick and easy, making day-to-day pension administration as easy as 1,2,3.
1 Plan Sponsor Portal Access
Start with the PensionEdge® plan sponsor portal that includes:
- Comprehensive database of all plan participants
- Data update maintenance including annual data feed and reconciliation
- Retirement benefits estimates and projections
- Annual personalized participant statements
- Storage of and access to plan documents
- Initial programming of all plan provisions and testing
- Forms and administrative documents maintenance
- Annual terminated vested death audits
- Plan sponsor training and support
2 Benefit Calculation Services
Select the service that best fits your needs:
SELF-SERVICE
- Fully automated final retirement benefit calculation, including assistance with final calculation
- Worktrack, an online tool to help track process
Creation and distribution of electronic forms package, collection of completed form, benefit payment approval and communications are managed by the plan sponsor.
FULL-SERVICE
H&H manages the process for you, including:
- Final benefit calculations and forms package preparation
- Participant communication
- Merged PDF for mailing and filing
- Participant and spousal information confirmation
- Worktrack, an online tool to help track process
3 Participant Services
Choose optional services for your employees:
PARTICIPANT PORTAL ACCESS
- View personal pension information and documents
- Print statements
- Run unlimited pension retirement income estimates
- Request final benefit calculation and forms package
H&H SERVICE CENTER
- Knowledgeable representatives answer questions, assist with forms, website navigation and benefit payments
- Participant communication and mailings
- Set up surviving spouse on retiree death, locate missing participants, handle income verifications and more
