Sponsors - Pension Direct

For more information on how JaaFal Pension Direct service can benefit your business and your employees, please contact us.

• One-source solution for defined benefit administration with JaaFal Inc.
• State-of-the-art technology for participants and sponsors: actuarial services, forecasting and investment advisory services
• Bundled or unbundled service options available
• Increase your employee's appreciation and understanding of their pension benefits
• Minimize your staff requirements in managing the plan
• Leverage our technology to increase response time and reporting accuracy

  We'll take you there

  JaaFal's core business is retirement financial services: defined benefit and defined contribution, qualified and nonqualified plans

  We build long-term relationships while you build employee loyalty

  • Technology is leveraged to automate information delivery and forecasting – at the touch of a button
  • Online participant access to information
  • Online sponsor access to reporting
  • National presence, local service

  Tailored technology solutions regardless of the complexity

  • Benefits Computation System (BCS) projections – JaaFal's own powerful, calculation engine for defined benefit plans!
  • Precise calculation amounts not just estimates
  • Integrated information feeds for retirement modeling: Social Security, defined contribution assets, savings, etc.
  • Web access or professionally staffed call center at your employees' convenience
  • Plan sponsor tools and resources automatic and accurate

  Employee communication & education at their convenience

  • Robust website:
    • View of current benefits
    • Benefit & retirement income modeling
    • Integrated retirement planner
    • Tutorial of plan provisions & terminology
    • Document request site (handbooks, summary plan descriptions)
    • Review / change personal data
    • Benefit commencement capabilities
  • Participant Call Center staffed by professionals
  • Interactive Voice Response system, available 24/7/365, toll-free with full participant services capabilities

  Plan Sponsor Support at the speed of the Internet

  • Robust website:
    • Member calculations
    • Batch calculations
    • Employee / Census data
    • Online reports & calendar
    • Tutorial
    • Early retirement windows
    • Transaction statistics
    • Integrated JF(k) information
  • Actuarial Services – traditional, core services
  • Forecasting liabilities and assets in real time
  • Investment Services – consulting & due diligence
  • Compliance Services
  • Conversion, Implementation and Plan Administration Services