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:


  • 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.


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:


  • View personal pension information and documents
  • Print statements
  • Run unlimited pension retirement income estimates
  • Request final benefit calculation and forms package


  • 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

Securities offered through Pensionmark Securities, LLC (member SIPC). Investment advice offered through Hooker & Holcombe Investment Advisors, Inc. (“HHIA”), a registered investment adviser.
Hooker & Holcombe (Hooker & Holcombe, Inc., Hooker & Holcombe Retirement Services, Inc. and HHIA) and Pensionmark are unrelated entities.