Retirement Plan Software vs Smart Pensions

Rating

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Starting Price

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Best For

Retirement planning tool that helps professionals with record keeping, compliance, daily valuation and data management.

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Ideal number of Users

Not provided by vendor

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Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

  • close Claims Management
  • close COBRA Administration
  • close Deduction Management
  • close Disability Insurance Administration
  • check Employee Database
  • close FMLA Administration
  • close For Brokers
  • check For Employers
  • close FSA Administration
  • close Health Insurance Administration
  • close HIPAA Compliant
  • close Life Insurance Administration
  • close Provider Management
  • check Retiree Administration
  • check Retirement Plan Management
  • close Self Service Portal
  • close Claims Management
  • close COBRA Administration
  • close Deduction Management
  • close Disability Insurance Administration
  • close Employee Database
  • close FMLA Administration
  • close For Brokers
  • check For Employers
  • close FSA Administration
  • close Health Insurance Administration
  • close HIPAA Compliant
  • close Life Insurance Administration
  • check Provider Management
  • close Retiree Administration
  • close Retirement Plan Management
  • check Self Service Portal

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • close In Person
  • close Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

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Retirement Plan Software vs Smart Pensions

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