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Home « Services « Benefits Administration « Defined Benefits « Co-Sourced Pension Plan Administration

Benefits Administration Services: Co-Sourced Pension Plan Administration

Our clients benefit from:

  • Automating the most complex pension benefit calculations and processes
  • Improved plan participant services
  • Operational and cost efficiencies
  • Reduction of risk associated with manual processes
  • Ease of access to workforce data
  • Sophisticated reporting capabilities
  • The ability to migrate from co-sourcing to full outsourcing in response to business needs

Co-Sourced Pension Plan Administration Achieves World-Class Participant Services

ExcellerateHRO’s market-leading, Pension Plan Administration co-sourcing offering – dbConnect® – combines your in-house capabilities with our powerful software package to maximize savings and service quality.

The solution is ideal for plan sponsors who want to self-administer their pension plans and need a robust solution to augment their internal capabilities.

dbConnect has a wide range of configurations – from standard functionality to a fully customized, best-fit solution. This suite of world-class technologies integrates easily with all plan types, is highly scalable and maximizes employee self-service through a customized, highly secure Web portal.

Our solution brings together extensive defined benefit experience with the most sophisticated infrastructure and self-service capabilities available in the marketplace.

Co-Sourced Pension Plan Administration Services include:

  • Pension calculation
  • Data management
  • Reporting and extracts
  • Participant communications
  • Plan and participant self-service Web portal
  • Management of complex initiatives such as plan changes, mergers or acquisitions, early retirement offerings or plan freezes

We're changing the way Co-Sourced Pension Plan Administration services are delivered with:

  • Modular architecture with the flexibility to add optional modules and functionality as business needs change

A Look At Our Experts

Gaby Marroig

U.S. Co-Sourcing Business Leader

Gaby Marroig has 14 years experience in Benefits Administration, Client Management and Business Development. Prior to joining ExcellerateHRO, she was a senior benefits consultant with a global management consulting firm, overseeing delivery of multiple benefit administration systems, client wins, and new product development.

View Our Experts

Quick Facts

The ExcellerateHRO Pension Plan Administration co-sourcing solution:

  • Was honored with the Application Engineering Innovator Award by Application Development Trends magazine
  • Provides services to 100 clients in the U.S. and Canada
  • Serves companies with 2,000 to 250,000 or more participants