Changing pension administration software vendors is a significant strategic decision for any organization. While software features are an important part of the equation, pension administration projects are complex, long-term initiatives with implications that extend well beyond a software change.
To ensure the project’s success, be sure to evaluate both operational and strategic considerations before making a choice.
An article published in the Summer 2026 issue of PERSist, the newsletter of the National Conference on Public Employee Retirement Systems (NCPERS), which you can access from this page with their permission, discusses what to consider before selecting a new pension administration software vendor.
The article discusses these key considerations:
The article also covers:
Taking time to define your needs, understand vendor differences and plan for implementation, governance and ongoing support will help you choose a vendor that meets current requirements and can adapt to future needs.
Moreover, making an informed decision will avoid unexpected expenses and ensure the long-term sustainability of your pension administration platform.
We can help you choose wisely.
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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.
