A unified, enterprise-grade platform managing the complete pension lifecycle for over 12,000 participants across three employers — with the precision, compliance, and reliability that public and private plans demand.
PensionBridge is a comprehensive pension administration system designed from the ground up for governmental retirement plans and associations. It handles the complete lifecycle — from member enrollment through retirement, payroll distribution, survivorship, and IRS reporting — all within a single, unified platform.
Deployed in one of Pennsylvania's largest counties, PensionBridge supports three distinct employer groups within one integrated system, with intelligent rule configuration accommodating different benefit formulas, contribution rates, and regulatory requirements — including provisions for emergency services personnel and legislation such as Act 125.
With intuitive design, automated task management, and fully paperless operations, PensionBridge reduces manual effort, enforces standardization through checklist-driven workflows, and keeps pension administrators ahead of compliance obligations at every turn.
Eight major functional areas integrated into one cohesive platform — eliminating fragmented spreadsheets and disconnected point solutions.
Complete member profiles with contribution history, service records, spouse and beneficiary information, document storage, notes, and full membership history — all in one place.
Automated task generation, intelligent assignment, and completion notifications. Checklist-driven workflows reduce errors and enforce standardization across all operations.
Fast payroll uploads from ADP, Workday, and JD Edwards. Automated error detection with blocking severity levels, verified posting, and a full roll-back feature for corrections.
Full management of interest calculations, refunds, rollovers, and Qualified Domestic Relations Orders (QDROs) — with complete audit trails on every transaction.
Scenario-driven estimates configurable to different rules — including EMS personnel provisions and regulatory changes such as Act 125. Supports retroactive pay and leave scenarios.
Checklist-driven payroll generating check files, bank ACH files, and credit union files — covering retirees, alternate payees, and designated survivors in a single run.
Handles termination, death management, high-earner flagging, buybacks, military service credit, and estimates for various paid and unpaid leave scenarios.
Automated 1099-R creation for all payees with direct IRS upload software integration — ensuring accurate, on-time annual tax filings without manual entry.
Systematic cost-of-living adjustment management for retirees, with configurable rules that apply across benefit tiers and employer groups simultaneously.
Select a category to explore the detailed modules — all designed to work together within a single unified system.
Complete member records including employment data, contact information, status changes, and a full timeline of all administrative actions.
Track credited service, purchased service (buybacks), military service credit, and vesting milestones with detailed audit history.
Record and maintain spouse information and beneficiary designations, automatically linked to survivor benefit and QDRO workflows.
Attach, store, and retrieve member documents digitally — enabling fully paperless operations and eliminating physical file management.
Timestamped notes tied to each member record, creating a permanent searchable log of all staff interactions and decisions.
Structured workflows for terminations and death events, triggering appropriate financial settlements, notifications, and status updates.
Automatic identification of members whose earnings may trigger IRS or plan-specific limits, enabling proactive compliance management.
Scenario-driven estimates supporting multiple retirement dates, salary projections, retroactive pay, and leaves — configurable per employer group and applicable law.
Lightning-fast import from ADP, Workday, and JD Edwards — natively supporting all payroll platforms used across the employer groups.
Tiered error severity levels — some flagged for review, others blocking upload entirely to protect data integrity before posting.
Contributions are staged and held until verified by an administrator, then posted in a controlled, fully auditable process.
Full ability to reverse a contribution posting after the fact — correcting errors while maintaining accurate accounts and complete audit trails.
Complete longitudinal history of every contribution transaction per member, accessible to both administrators and members via the portal.
Automated interest accrual on member contribution balances, applied according to plan rules and updated with each payroll cycle.
Seamless promotion of an active member record to retiree status — carrying forward all data and triggering the full retirement workflow automatically.
Definitive pension calculation at retirement — applying the correct formula, final average salary, and regulatory rules for each employer group.
Maintain full retiree demographics, contact data, spouse information, payment preferences, and benefit elections throughout retirement.
Apply cost-of-living adjustments systematically across the retiree population with configurable rules per employer group.
Process retiree deaths, activate survivor benefits, manage designated survivor payroll, and handle lump-sum settlements via guided workflows.
Maintain current beneficiary designations with workflow triggers for updates and automatic linkage to payroll and survivorship processing.
Step-by-step payroll guided by configurable checklists — ensuring no step is skipped and creating a complete record of every payroll run.
Create bank ACH files, credit union files, and physical check files in a single run — covering retirees, alternate payees, and survivors simultaneously.
Process member refunds and direct rollovers to qualifying plans, with proper tax withholding calculations and full documentation.
Full Qualified Domestic Relations Order management — alternate payee setup, benefit division calculations, and payment streams integrated with regular payroll.
Void and reissue individual payments with full audit trail — handling stop-payments, returned ACH, and corrected amounts cleanly.
Automated 1099-R generation for all payees with direct integration to IRS upload software for timely and accurate annual filings.
PensionBridge natively imports payroll data from the platforms your employers already use — no manual re-entry, no reformatting, no middleware required.
Dedicated secure portals reduce inbound inquiries and give participants on-demand access to their own pension information.
For currently employed pension participants
For pensioners, alternate payees & survivors
PensionBridge embeds regulatory compliance and accountability throughout — woven into every workflow, not bolted on as an afterthought.
PensionBridge is purpose-built for government pension funds and associations. Fill in the form below and we'll be in touch to schedule a demonstration tailored to your organization's specific needs.
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