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Software Providers List

These links are being provided for informational purposes only. Contact the external site for answers to questions regarding their content. Each link will open a new window so the website will not be shown with the frameset of the Technical Answer Group website.

Accudraft - AccuDraft’s DocsEngine for Pensions is a powerful Web-based solution that goes far beyond document creation by allowing you to draft, collaborate on, manage and maintain all your pension-related documents.

Actuarial Systems Corporation - a leading supplier of retirement plan software

ASI - providing benefit disbursement and tax reporting to financial service companies

Affordable Solutions - COBRA administration software

American Financial Systems - software produces illustrations of supplemental benefit plans, COLI and non-qualified deferred comp

Annuity People - for advisors; illustrates stretching out annuity distributions over generations

Atlantic Benefits Company - illustrates fringe benefits for employees, online or hard copy

Bemas Software, Inc. - for the administration of 125 plans, claims administration and group insurance billing

BenefitSoftware - software tracks workers comp claims and fringe benefits and produces reports for employees online or hard copy

Benefitstreet - develops customized technology for advisor networks, third party administrators and financial advisory firms to centralize processing

Bidwell Consulting Services, Inc. - NexusTPA, Client management software made specifically for TPA's that helps your business cultivate and manage client relationship, improve productivity by simplifying and automating key processes, gain insights into new opportunities and measure effectiveness

Blaze SSI - for pension, 401(k), 403(b), Section 125, FSA plans including design, recordkeeping, administration, benefit statements and more

BSI - for human resources; manage workers comp claims or fringe benefits

CascadeTechnologies - for the daily valuation of defined contribution plans and allows users the flexibility to administer: 401(k), profit sharing plans, employee stock ownership plans and money purchase plans

COCO Development. LLC - Web-powered COBRA, HIPAA, State Continuation and retiree billing compliance administration solution for employers, administrators, solution providers and affinity-group users

Common Census - for human resources; tracks employees and their benefits

Condie & Associates - disability case management for human resources

Corbel - plan document systems of choice for employee benefits practitioners; online or pc-based 

dailyVest, Inc. - for participant and plan sponsor; analytical software for account access via websites

DATAIR Employee Benefit Systems, Inc. - proposal, administration, and testing of 401(k), Money Purchase, Profit Sharing, 403(b), 457, ESOP plans, defined benefit and target benefit plans

DataTech Software automated legal forms

Deferral.com - administrative and record keeping tools for non-qualified deferral plans

EBG Systems - The Retirement Planning Center (RPC) is a plan design and proposal system for pension professionals. Whether you consider yourself a novice or experienced qualified plan designer, the RPC will save you time and effort; create earning opportunities; provide more face time with clients and allow you to provide solutions - not just product sales!  

Economic Research Institute - for human resources; software displays display competitive compensation information for many positions in various regions

Envisage Information Systems - software enables participant, sponsor and broker to login securely and manage accounts online; "plugs into" most recordkeeping software

Facts Services, Inc. - software and hardware solutions for use by healthcare payer organizations

FlexSoft - leading provider of proposal software for the pension industry; generates employer and employee reports illustrating the financial impact of selecting various options in tax-qualified salary reduction pension plans such as 401(k), 403(b) and 457 plans

ftwilliam - Offers the employee benefits professional the highest quality plan document and government forms software at very competitive prices

HarrisData - offers quality enterprise software, with a software license agreement designed around YOU, and is the only software company with a 95% customer retention rate

HR Office - for small to medium size businesses; human resource software

HR PLUS - benefit tracking, benefit information, compliance resolution centers, payroll integration, haring and termination suite, and paperless storage 

HR Tech Partners - HR and Payroll Software consultants specializing in human resources management software, payroll software from Sage, Abra, Ascentis, HROffice, Spectrum, iVantage

HRMS Solutions - Human Resources HR and Payroll Software provider for small and mid-market companies

InvestLink - applications for the recordkeeping, administration and servicing of defined contribution plans

Larkspur Data Resources - proven prospecting tools for defined contribution plans, 401(k) plans, high net worth individuals, group insurance and more

LTSave, Inc. - retirement planning service delivered via the Internet provides individualized and comprehensive retirement portfolio analysis along with specific, independent financial planning advice.

Lynchval SystemsWorldwide - defined benefit valuation software

OnQue - human resource management software for the small to medium sized business

PensionGold - for the administration of defined benefit pension plans

Pension Analytix - providing databases, marketing expertise, and analytics to assist sales teams

Pension Planet - the ERISA Red Book for sales professionals to locate qualified plans

Pension Profile, Inc. - prospecting tool for sales professionals to locate qualified plan

Premier Data - healthcare benefits management software for self-administered Taft-Hartley funds and third party administrators

PW Software, Inc. - for administering flexible spending account (FSA) plans, traditional health and welfare benefit plans, and full-choice cafeteria plans

RolloverSystems, Inc. - technology-based rollover products and services for financial institutions, plan sponsors, and third party administrators.

MART Pension Systems - full featured defined benefit, defined contribution, and 401(k) administration systems. Easy to use, intuitive, and full technical support. Runs on all versions of Windows. A product of Intac Actuarial Services, Inc. Serving pension administrators nationwide since 1977.

Still River - software for standard retirement planning problems (such as Required Minimum Distribution calculations, and Lump Sum Distribution option analysis)

SSA Global Technologies - human resources and payroll software for specialized industries

Torrid Technologies - Web and PC based retirement planning applications

Travis Software - for the administration of COBRA

Trust.Me Software - TRUST.ME is a comprehensive pension trust accounting and reporting system. It is designed to simplify and validate data entry, calculate gains and losses on investments, maintain complete accounting records, and produce all needed financial reports and Form 5500 information in proper format.

Trust Services Company, Inc. - a participant level recordkeeping system designed for the administration of defined contribution plans like 401(k) and 403(b).

UpTick Data Technologies - online, private labeled mutual fund reports personalized for 401(k) participants, brokers, product and service providers

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Wolters Kluwer Law & Business Acquires ftwilliam.com

Acquisition Strengthens Leadership in Retirement Plan Administration Market
Wolters Kluwer Law & Business announced today that it has acquired ftwilliam.com, a software as a service (SaaS) company providing third-party administrators (TPAs) and other retirement plan professionals integrated workflow solutions to automate administrative functions as well as securely comply with 5500 filing requirements.

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