Pension Technology Group Company Research Report

Company Overview

• Name: Pension Technology Group LLC (PTG)

• Mission of the Company: Simplifying public pension fund administration to make it simple, reliable, and secure, combining user-friendly technology with in-house expertise to tackle the biggest challenges faced in the pension administration industry. PTG prioritizes long-term relationships to ensure ongoing success and satisfaction for its clients.

• Founded: 2006

• Headquarters: Boston, MA, USA

• Key People in the Company:

• Brandon Johnson, Chief Executive Officer

• Chris Lodge, President & Chief Operating Officer

• Wyn Hou, VP of Product

• Kajal Shah, VP of Delivery

• Travis Smith, VP of Customer Support

• Additional team members include Directors, Senior Engineers, Business Analysts, and Retirement Specialists.

• Number of Employees: No information is available

• Revenue: No information is available

• What is the company known for: PTG is known for its innovative pension administration software solutions, PensionPro+, which is designed to make public pension fund management less stressful, enhance process quality and accuracy, and secure member data.

Products

• PensionPro+™

• High-level Description: A comprehensive pension fund administration software designed to manage the entire lifecycle of members from active processing to retiree payroll management.

• Key Features:

• Manage Member Information

• Calculate Retirement Benefits

• Protect Sensitive Personal Information

• Process Payroll, W-2s, 1099s

• Member and Employer Self-Service Portals

• Document Scanning and Automated Processes

• Custom Workflows and Reports

• Single Sign-On (SSO) and DocuSign Integration

• Multi-factor Authentication and Security Monitoring

• Regular Updates and Cloud-Based Architecture

Recent Developments

• Recent Developments in the Company:

• PTG successfully partnered with Case 5 Capital, enhancing its financial backing and resources for further growth and expansion opportunities.

• PTG announced the introduction of a new President & COO, Chris Lodge, to fortify its leadership team and spearhead future endeavors.

• New Products Launched:

• No information is available regarding newly launched products apart from the enhancements and on-going updates introduced to PensionPro+.

• New Features Added to Existing Products:

• Regular updates to PensionPro+ have been implemented, incorporating the latest improvements, innovations, and security features.

• New Partnerships:

• Collaboration with Case 5 Capital, announced in May 2023, to further enhance PTG’s market position and service offerings.

This report provides an informative snapshot of PTG’s market position and strategic focus within the pension fund administration sector, emphasizing their innovation and commitment to secure, efficient service delivery.