Pension OSUnion.dev
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ProTracker RMDProTracker Software, Inc.
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Related Products
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About
Pension OS is a modern pension administration software developed by Union.dev, designed to streamline the management of union pensions and multiple plans. The platform offers a centralized member database that maintains detailed records for all members, both past and present, enabling administrators to efficiently update contact information, manage dues, and process beneficiaries with a comprehensive audit trail for each change. Pension OS supports various plan types, including defined contribution, defined benefit, multi-employer pension plans, and Taft-Hartley plans. Its feature-rich system includes a modern cloud database, customizable workflows, security-based permissions and approvals, customizable reporting, payment integrations, instant statements, and a full audit trail. The software facilitates seamless transitions for members, allowing quick processing of retirements, terminations, or deaths with just a few clicks.
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About
Are You Tired of:
Reading about the new SECURE Act changes?
Calculating RMDs on spreadsheets?
Are you trying to track client RMD withdrawals to see if clients have taken them?
Monitoring custodians who calculate some RMDs but not inherited accounts?
Pondering which clients are Eligible Designated Beneficiaries (EDBs)?
Wondering how to manage the new 10-Year Rule accounts?
ProTracker RMD Allows You to Calculate:
Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries.
A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent.
A separate panel to track the expirations of 10-Year Rule accounts.
A global 10-Year Rule Account screen to monitor all client accounts for expiration.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Unions and third-party administrators seeking a solution to manage member data and streamline pension processes
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$895/user/year/1,000 RMDs
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationUnion.dev
Founded: 2019
United States
union.dev/pension-os
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Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
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Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
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