What is PensionBenefitsXG?

PensionBenefitsXG is a hybrid enterprise-level employee pension management solution for third-party administrators and multi-employer trust funds. The solution can either be deployed on-premise or hosted in the cloud.

PensionBenefitsXG helps users to automate and organize tasks associated with defined contribution pensions, hybrid cash balance plans, vacation plans, supplemental unemployment plans, life insurance and more.

Integrated CRM and case management help employees to complete the application process which allows users to manage plans on a case-by-case basis. Based on life events and provided information, PensionBenefitsXG also allows users to configure rules to perform “next action” decisions. Decision support and data extraction t...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Linux, Solaris, Web browser (OS agnostic), Windows 2000, Windows 8

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