IPBS/Pension

IPBS/Pension Administration Services has been developed in response to our existing and prospective clients seeking integrated wealth management solutions that include client investments as well as participation in Pension Related  products.

The IPBS Pension Administration platform is structured similarly to IPBS/Funds, in that the contributions, of say a group pension plan, are electronically imported to the defined investment plans according to the allocation strategy chosen each plan. Each contribution, whether from the Member, the Employer or a Voluntary contribution reflect both the Member and the Plan Employer. These connections are maintained automatically as contributions are subsequently unitized. This allows for the same “Individual” working for multiple employers concurrently, to be invested in multiple plans without redundant redefinition of vital statistics information.      

IPBS/Pensions currently supports Defined Contribution (DC) pension plan administration. Consideration is being given to developing support required for Defined Benefits ( DB ) plans as well.

IPBS/Pensions is a scalable solution for any number or plan Members and is fully integrated with other IPBS wealth management solutions allowing the wealth client / member to see a total consolidation of their investment information, either on paper, or through the web portal.  

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