Levio PensionifyTM

Levio Pensionify™
Levio Pensionify™
Full-featured digital case management and automation solution for defined benefits pension plan administration.
Levio Pensionify™
Designed by people like you

Designed by people like you

Our defined benefits solution has been designed by and for pension plan administrators to simplify mid-sized and large DB plan administration, improve members’ experience, and provide managers with impactful dashboards, relevant KPIs and actionable operational insights.

Levio Pensionify™ is a full-feature browser-based software solution for managing pension benefits. It provides enhanced service capabilities, streamlines operations through simplified and optimized processes, lowers operations costs, eliminates technical obsolescence, and enables efficient execution of complex processes. Levio Pensionify is an affordable, scalable and quick to implement subscription-based cloud solution.

It’s for you if…


It is a full DB suite that includes: member portal, management dashboard and administration suite, bulk data load interface, calculation engine, reports and locally compliant mandated letters, forms and statements.


  • Complete pension plan case management automation and administration software
  • Intuitive and efficient “3-click-away” user interface
  • Paperless operations, process automation and hands-free document generation Integrated, robust dashboards, KPIs and reporting features to efficiently manage caseload
  • Flexible, scalable and customizable calculation engine used by more than 3,000 pension plans and 5,000,000 users
  • Seamless integration with ancillary systems such as DC, payroll and benefits
  • Centralized access and administration for multiple plans
  • Secure & modern fully supported platform


  • Member portal, Employer portal and Administration suite
  • Intuitive design to reduce training costs
  • Customizable dashboard
  • Perform any action in 3 clicks or less
  • Accessible design (ADA compliant)
  • Multilingual support
Increased operational efficiency
  • Process-aware design facilitates task progress and SLA management
  • Built-in dashboards for plan operations managers and administrators
  • Automate complex processes such as the retirement process – including document generation – while ensuring multi-state regulatory compliance
  • Paperless operations: end-user document upload & auto-parsing
  • Client-centric calculations engine compliant with actuarial rules for each plan
  • Automatic generation of standard documents, reports and statements
  • Natively supports digital workspace concepts and remote working
Cost-effective implementation & operation
  • Low-risk, fixed-fee and fast implementation
  • Affordable implementation costs for mid-sized plan administrators thanks to built-in best practices administration processes and templates
  • All-in-one suite that eliminates double-entry and inefficient synchronization mechanisms
  • Low touch cloud-based solution: no recurring IT operations or costs
  • Predictable all-inclusive subscription fee
  • Bulk employer data load
  • Decrease number of calls thanks to a self-service members portal that lets participants access their personal data and run pension simulations
  • Full integration with external systems such as DC, payroll, benefits, and HR
  • Modular integration with current pension systems is possible (such as with your existing calculation engine)
  • Fully automated bulk data load or transfers

Levio Pensionify™ is perfect for plan & third-party administrators of all sizes