List of Benefit Plans Administrative Services Retirement Recordkeeping Customers
New York, 10165, NY,
United States
Since 2010, our global team of researchers has been studying Benefit Plans Administrative Services Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Benefit Plans Administrative Services Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Benefit Plans Administrative Services Retirement Recordkeeping for Retirement Recordkeeping include: Lincoln Financial, a United States based Banking and Financial Services organisation with 11024 employees and revenues of $11.71 billion, Halifax Medical Center, a United States based Healthcare organisation with 5000 employees and revenues of $2.30 billion and many others.
Contact us if you need a completed and verified list of companies using Benefit Plans Administrative Services Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Halifax Medical Center | Healthcare | 5000 | $2.3B | United States | Benefit Plans Administrative Services | Benefit Plans Administrative Services Retirement Recordkeeping | Retirement Recordkeeping | 2022 | n/a |
In 2022, Halifax Medical Center implemented Benefit Plans Administrative Services Retirement Recordkeeping. The deployment was completed in July 2022 and supports approximately 10,000 participants across Halifax Health’s defined contribution retirement plans, consolidating daily valuation and participant record maintenance under a single provider.
Benefit Plans Administrative Services Retirement Recordkeeping was provisioned to deliver daily-valuation recordkeeping for Halifax’s suite of defined contribution plans, encompassing account valuation, transaction posting, participant statements, and reporting workflows typical of Retirement Recordkeeping platforms. BPAS additionally provides actuarial and pension services for Halifax Medical Center’s defined benefit plans, creating operational alignment between defined contribution recordkeeping and defined benefit actuarial support.
Operational coverage focused on HR and benefits administration in the United States, with BPAS handling participant onboarding, account maintenance, and periodic reporting for plan administrators and HR teams. The engagement consolidated plan operations for Halifax Health, centralizing recordkeeping activities and standardizing participant servicing processes across the organization.
Governance and cutover activities concluded in July 2022, shifting daily valuation and recordkeeping responsibilities to BPAS and realigning internal workflows to the vendor’s operational cadence. Halifax reported streamlined plan operations and reported time savings versus the prior administrator as part of the engagement announcement.
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Lincoln Financial | Banking and Financial Services | 11024 | $11.7B | United States | Benefit Plans Administrative Services | Benefit Plans Administrative Services Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023, Lincoln Financial announced a strategic partnership with Benefit Plans Administrative Services to deliver Benefit Plans Administrative Services Retirement Recordkeeping as a US focused Retirement Recordkeeping implementation. The public announcement frames the engagement around the PensionEase integrated defined benefit administration solution, explicitly covering DB administration, DB recordkeeping, and a customized participant web portal for Lincoln clients, and states the program will serve tens of thousands of participants.
Benefit Plans Administrative Services Retirement Recordkeeping is being configured to support defined benefit administration workflows and participant facing services. The deployment centers on DB administration and recordkeeping modules plus a customized participant web portal, with standard Retirement Recordkeeping functional terminology such as participant record maintenance, pension calculation workflows, participant self service, and administrative case management included in the scope.
The implementation integrates DB recordkeeping with DC services to create a unified participant experience across pension and defined contribution offerings, reflecting a US only operational focus. Operational coverage targets Lincoln clients and plan participants across participating defined benefit plans, and the work will impact plan administration, participant services, and benefits operations teams.
The announcement describes an integrated delivery model that aligns BPAS administration capabilities with Lincoln Financial plan servicing workflows, establishing centralized recordkeeping and participant support processes during rollout. The stated objective is to improve participant experience through the PensionEase solution and the customized participant web portal for Lincoln clients.
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