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Security Notice:

We are aware of a recent data security incident involving our Benefit Plans provider. It has been confirmed that our benefit plans and member information was not affected. The situation is being closely monitored.

What We Do

Plannera is a leader in pension and benefit administration

We serve 11 pension and 16 benefit plans. This includes more than 112,000 members, 900 employers and $17 billion in managed assets. Our team of professionals partner with some of the world's leading financial consulting firms, which enables us to deliver exceptional member service and results.

Financial Literacy Education
Plannera offers a wealth of information sources to more than 112,000 members. We have resources from webinars and workshops to meetings with certified professionals available.
Pension Administration
Plannera administers a variety of pension plans including Defined Benefit (DB) and Defined Contribution (DC) plans.
Benefit Management
Plannera administers benefit plans for 40 participating employers.
Annuity Fund Administration
Created for members of the Public Employees Pension Plan (PEPP) who want to buy an annuity as their source of retirement income.
Retirement Services
Plannera provides several services for retired members such as income options and payroll.
Reporting
Commitment to transparency and meeting regulatory requirements drive our daily efforts. Strategic planning and annual reporting are a few ways we use to honor this commitment.