PensionPro
PensionPro provides cloud-based workflow management software for Third-Party Administrators (TPAs) administering U.S. retirement plans. Its tiered platform (TRACK/TEAM/BUSINESS) and add-ons (AUTOMATE, BENEFIT INSIGHTS, SALESPITCH, ProPass, PlanSponsorLink) serve over 266,000 plans.
- Company typePrivate
- Founded2010
- HeadquartersHarrisburg, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What PensionPro does
PensionPro is a cloud-based workflow management software platform purpose-built for Third-Party Administrators (TPAs) that administer U.S. retirement plans (notably 401(k)s). Founded in 2010 in Harrisburg, Pennsylvania, the company consolidates client/plan data, document handling, compliance tracking, and client communications into a single operating layer for TPAs of all sizes. The platform supports over 266,000 plans and is organized around three tiered core products — TRACK (entry-level CRM and reporting), TEAM (mid-tier with online data collection, time tracking, and ftwilliam.com integrations), and BUSINESS (the full-featured tier with workflow, project dashboards, custom reporting, Merge Documents, Event Management, API access, IP whitelisting, and the Fetch query tool) — supplemented by add-on modules including AUTOMATE (process automation), BENEFIT INSIGHTS (marketing newsletters and websites), SALESPITCH (proposal tracking), ProPass (learning management), and the PlanSponsorLink secure client portal, plus the acquired ERISApedia compliance content brand. Differentiated technical components include the PlanSponsorLink branded client portal with single sign-on for ftwilliam.com 5500 customers, the Fetch proprietary search/query tool, the Merge Documents feature with Microsoft Word integration, and an API for third-party data exchange.
PensionPro operates as a privately held subsidiary of AmericanTCS — a diversified retirement, trust, and wealth conglomerate — following AmericanTCS's April 2021 acquisition and a formal 2022 relaunch as a business of AmericanTCS. The entity is legally organized as PensionPro Software LLC under Pennsylvania law. Revenue is generated primarily through month-to-month SaaS subscriptions priced by plan volume and/or users, one-time implementation/setup fees at signup, and subscription add-ons including semi-annual newsletter subscriptions and 12-month ProPass training commitments. Distribution is a hybrid of direct enterprise field sales for larger TPAs and self-serve trial-driven acquisition for smaller firms. The company is heavily integrated into the broader TPA ecosystem — DocuSign for e-signature, Wolters Kluwer ftwilliam.com and ASC for compliance/plan documents, Dynamis, Finch, and Payroll Integrations for payroll/census data, Plan Notice for participant notices, and SinglepointAI for AI-driven onboarding automation. PensionPro maintains SOC 2 Type II certification for its production environment and observes GLBA-aligned data handling for Nonpublic Personal Information. Leadership includes CEO/President Renee J. Conner, COO Darren Conner, and product/operations directors operating within a small 11–50 employee footprint.
PensionPro firmographics
Firmographics- Name
- PensionPro
- Legal name
- PensionPro Software LLC
- Website
- https://pensionpro.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- PensionPro provides cloud-based workflow management software for Third-Party Administrators (TPAs) administering U.S. retirement plans. Its tiered platform (TRACK/TEAM/BUSINESS) and add-ons (AUTOMATE, BENEFIT INSIGHTS, SALESPITCH, ProPass, PlanSponsorLink) serve over 266,000 plans.
- Ownership category
- akta.pro rank
PensionPro industry classification
Industry- Product category
- Pension Administration Software
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Benefits Administration (BPACAPAC)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Flexible Benefits Administration (FSA/HSA/HRA) (HLAEALAK)
Keywords
Where PensionPro is headquartered
LocationHeadquarters
- HQ city
- Harrisburg
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
PensionPro business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Software Subscription (SaaS): PensionPro products are licensed on a month-to-month basis through monthly usage fees. Billing is in arrears based on products selected and volume of Plans on the platform and/or Users. Month-to-month flexibility with no long-term contract requirement.
- Tiered Software Products: Three-tier model (TRACK, TEAM, BUSINESS) with escalating features and pricing. Additional add-on products include AUTOMATE, BENEFIT INSIGHTS, SALESPITCH, and ProPass.
- Marketing Services (Newsletters): BENEFIT INSIGHTS newsletter subscriptions sold semi-annually in advance. HTML and PDF versions available with branding customization.
- Website Services: Website design, hosting and maintenance services with annual subscription. Includes setup fees and customization charges.
- Training (ProPass): Learning management system providing interactive training courses. Billed in monthly installments with 12-month annual commitment.
- Implementation Fees: One-time implementation/setup fees charged when signing up, with first monthly usage fee beginning after initial period.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | TRACK tier - Point-of-entry CRM and reporting solution |
| Subscription | Monthly | TEAM tier - Consolidates and tracks team operations |
| Subscription | Monthly | BUSINESS tier - Complete package for optimization and growth |
| Subscription | Multi-year contract | HTML Newsletter subscription |
| Subscription | Multi-year contract | PDF Newsletter subscription |
| Subscription | Monthly | ProPass Learning Management |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
PensionPro product offering
Product offeringCore offering
PensionPro provides cloud-based workflow management software built specifically for Third-Party Administrators (TPAs) that manage retirement plans. The core platform is offered in three subscription tiers (TRACK, TEAM, BUSINESS) covering CRM, plan tracking, workflow automation, document management, and client communications, with complementary add-on products for process automation, marketing newsletters, sales tracking, and training.
Product overview
PensionPro is a cloud-based workflow management software platform for Third-Party Administrators (TPAs) supporting over 266,000 retirement plans. The core offering consists of three tiered subscription products—TRACK (entry-level CRM and reporting), TEAM (mid-tier with online data collection and workflow tools), and BUSINESS (full-featured with workflow automation and API access)—complemented by add-on modules including AUTOMATE (process automation), BENEFIT INSIGHTS (marketing newsletters and websites), SALESPITCH (sales tracking), and ProPass (learning management). The platform also includes PlanSponsorLink, a secure client portal for data exchange. Products integrate with payroll providers (Finch, Payroll Integrations), compliance software (Wolters Kluwer ftwilliam.com, ASC), e-signature (DocuSign), and AI automation (SinglepointAI). PensionPro was founded in 2010 and became a business of AmericanTCS in 2022.
Differentiator
Problem solved
Functional benefit
Brands
- TRACK: Point-of-entry software tier including Customer Relationship Management and reporting features for TPA firms.
- TEAM
- BUSINESS
- AUTOMATE
- BENEFIT INSIGHTS
- SALESPITCH
- ProPass
- ERISApedia
- PlanSponsorLink
Products and services
- TRACK Point-of-entry software solution for Third-Party Administrator (TPA) firms providing Customer Relationship Management (CRM) and standard reporting features. Includes client, plan and contact management, investment provider tracking, plan cycle milestone dashboard, PlanSponsorLink.com access, and payroll integration.
- TEAM Mid-tier software solution for TPAs that consolidates, organizes and tracks operations. Builds on TRACK with online data collection, time tracking, blast email, fee schedules, to-dos, ftwilliam.com integrations, document specifications, communication lists, and email notifications.
- BUSINESS Complete tier of the PensionPro platform for dynamic TPA firms, building on TEAM with workflow automation, project dashboards, worktrays, distribution tracking, custom reporting, interactions, event management, access management, merge documents, API access, IP address whitelisting, templates, and the Fetch query tool.
- AUTOMATE Add-on process automation platform built for TPAs that streamlines and simplifies processes, reduces errors, and elevates operations. Includes automated onboarding (via SinglepointAI integration), compliance processing with FTW, and notice generation flows through ftwilliam.com integration.
- BENEFIT INSIGHTS Marketing add-on service for TPAs delivering content and creative assets including quarterly HTML and PDF newsletters customized with firm branding, plus professional multi-page responsive website design, hosting, and maintenance services.
- SALESPITCH Add-on sales and proposal tracking tool that enables TPAs to store contact and proposal information, track prospects in real-time, monitor marketing campaigns, and manage the sales pipeline. Connects to PensionPro via one-step conversion to turn proposals into plans.
- ProPass Add-on learning management system providing interactive training courses for PensionPro clients covering new user orientation, tasks and projects, annual administration, data fundamentals, distributions, blast email, merge documents, and plan cycles to enable optimum utilization of the platform.
- PlanSponsorLink Secure client portal included with PensionPro that allows plan sponsors to send and receive information, track progress, and access documents electronically. Customized to each firm's brand and integrated with their website, with single sign-on capability for ftwilliam.com 5500 Software customers.
- ERISApedia Professional compliance resource providing ERISA, IRS, and DOL compliance technical resources needed to service and grow a retirement plan administration business, maintained as an acquired brand within the PensionPro product family.
Quantifiable outcome
- Accelerated onboarding and training of employees
- +2 more outcomes
Companies that use PensionPro
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles1 record
PensionPro technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability2 records
Feature8 records
PensionPro partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and flagship.
- SinglepointAI, Inc.coreAI-powered intelligent automation layer streamlining plan onboarding, workflows, and data delivery. Partnership integrates SinglepointAI with PensionPro's AUTOMATE product for automated 401(k) plan onboarding, reducing manual data entry errors and accelerating workflows.
- AmericanTCSflagshipParent company that acquired PensionPro in April 2021. AmericanTCS comprises American Trust Custody, American Trust Retirement, American Trust Wealth, AmericanTCS Fiduciary Solutions, and American Technology Automation (PensionPro and Hub+). Dedicated to creating financial security for all Americans through trust, custody and retirement offerings.
- DocuSigncoreDocuSign integration enables web-based signing of documents directly within PensionPro. Documents can be sent to necessary signers with status tracking and interaction logging.
- ASC (Actuarial Systems Corporation)coreASC provides retirement plan software including DC/401(k) recordkeeping, DB valuation, compliance testing, and 5500 forms. Integration reduces errors and eliminates duplicate data entry.
- Wolters Kluwer (ftwilliam.com)coreftwilliam.com integration provides plan documents, government forms (5500, 1099, 1094/1095, 5300), and DC Compliance software. Also offers secure web portal for data transfer and client communication.
- DynamiscoreReal-time data platform for TPAs providing automated access to plan sponsor census, payroll and paycheck data. Supplies data intelligence and standardized reports for compliance confidence.
- FinchcoreAPI integration platform allowing TPAs and recordkeepers to pull pay and census data directly from sponsors' payroll systems. Supports Gusto, Quickbooks, ADP, and Paychex.
- Payroll Integrations, Inc.coreIntegration platform building seamless API connections between major payroll companies and 401(k) recordkeepers, TPAs, and retirement providers. Plan sponsors can connect payroll and send data in minutes.
- Plan NoticecoreNotice fulfillment and missing participants solution. Uses advanced skip-tracing technology to proactively locate unresponsive or missing participants, meeting DOL communication recommendations.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
PensionPro competitors and assessment
Company assessmentEmerging players
- Vestwell: Vestwell is a digital retirement plan platform offering 401(k), 403(b), and IRA recordkeeping. It is an emerging competitor to traditional TPAs by enabling employers to administer plans directly, potentially disintermediating some of PensionPro's TPA customers.
- ForUsAll: ForUsAll is a 401(k) and retirement plan technology platform targeting small and mid-sized businesses with modern, automated plan administration. It is an emerging alternative to traditional TPA-administered plans and competes indirectly with PensionPro by changing how plans are administered.
- Guideline: Guideline is a 401(k) plan provider offering automated, low-cost retirement plans directly to small businesses. Like Vestwell, it threatens traditional TPAs by simplifying plan administration, which could reduce demand for TPA workflow software like PensionPro's platform.
Direct peers
- DataPath: DataPath provides workflow and document management software specifically for Third-Party Administrators administering retirement plans. It is the closest direct competitor to PensionPro, serving the same niche customer base with similar SaaS workflow, compliance, and document automation capabilities.
- Employee Navigator: Employee Navigator is a benefits administration and HR management platform widely used by benefits brokers and TPAs. It overlaps with PensionPro in benefits administration workflows, employee onboarding, and integrations with payroll/carriers, though it serves a broader HR ecosystem.
Broad incumbents
- Ascensus: Ascensus is one of the largest independent retirement and college savings services providers, offering recordkeeping, TPA, and administration technology across retirement, education, and health savings. It is both a competitor to and potential channel partner for PensionPro, given its scale and TPA presence.
- ADP Workforce Now: ADP's HR/payroll/benefits platform competes with PensionPro for the benefits administration workflow budget. While not TPA-specialized, ADP bundles retirement plan integration into its broader HCM suite and represents a downstream integration partner (via Finch/Payroll Integrations).
- bswift (HealthEquity): bswift is a benefits administration technology platform serving employers, brokers, and TPAs with benefits enrollment, management, and reporting. Acquired by HealthEquity, it competes with PensionPro in the benefits administration software market with a broader health-and-welfare focus.
- Empower Retirement: Empower is one of the largest U.S. retirement plan recordkeepers and service providers, following its merger with Prudential Retirement. It competes both as a TPA/recordkeeper and through proprietary administration technology, representing scale pressure on PensionPro's TPA customers.
- PlanSource: PlanSource is a cloud-based benefits administration and enrollment platform serving employers, brokers, and TPAs. It overlaps with PensionPro's benefits administration and client communication workflows at a broader scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
PensionPro social profiles
Digital presencePensionPro compliance and trust
Trust signalCompliance3 records
PensionPro financial estimates
Financial estimateRevenue estimate
Valuation estimate
PensionPro leadership team
Management profileNumber of profiles
Profiles6 records
PensionPro subsidiaries and ownership
Company hierarchySubsidiaries1 record
PensionPro funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PensionPro M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PensionPro
What does PensionPro do?
PensionPro provides cloud-based workflow management software built specifically for Third-Party Administrators (TPAs) that manage retirement plans. The core platform is offered in three subscription tiers (TRACK, TEAM, BUSINESS) covering CRM, plan tracking, workflow automation, document management, and client communications, with complementary add-on products for process automation, marketing newsletters, sales tracking, and training.
Is PensionPro a public or private company?
PensionPro is a private company. It is classified as corporate owned and is currently operating.
When was PensionPro founded?
PensionPro was founded in 2010. It employs 11 to 50 people.
Where is PensionPro based?
PensionPro is headquartered in Harrisburg, United States, in the North America region.
How does PensionPro make money?
Six revenue lines are on record. Software Subscription (SaaS) is the primary driver. The others are tiered Software Products, marketing Services (Newsletters), website Services, training (ProPass) and implementation Fees.
Who are PensionPro's main competitors?
Emerging players on record are Vestwell, ForUsAll and Guideline. Direct peers are DataPath and Employee Navigator. Broad incumbents are Ascensus, ADP Workforce Now, bswift (HealthEquity), Empower Retirement and PlanSource.
Does PensionPro have an API?
Yes. PensionPro offers an API that allows users to communicate with PensionPro electronically. Users can add, edit, delete and extract data from other applications where they need real-time updates. The API is available at the BUSINESS tier and enables connecting PensionPro data to external systems. Developer documentation is at No Information.
What industry is PensionPro in?
PensionPro's product category is Pension Administration Software. Its primary akta.pro industry code is BPACAPAC, Benefits Administration, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 524292 and its SIC code is 7371.