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Capella Pension
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Capella Pension                                        Participant Online Access > Sign on

Our name derives from the double star Capella, the brightest star of the constellation Auriga. Capella is a twin star, two stars that rotate around each other. This symbolizes our philosophy of being a company that revolves around you, the client, to provide the industry's best service and products that match your specific needs. We are an extension of you and our work is a direct reflection on you. We do not take that responsibility lightly.
 
The pace at which business is conducted today requires any competitive company to have the technology to adjust to the ever-changing world. Our technology gives you the flexibility needed to take care of your clients. From custom reports to on-line 24-hour access to account balances and change requests, our superior technology and professional staff takes care of your company's needs.
 
State-of-the-Art Services
As reflected by our name, we view every relationship as a partnership. Our staff is dedicated to timely performance and quality service. We serve as an extension of your organization, which allows you to focus on meeting the needs of your employees and clients.
 
Capella Pension utilizes an industry leading, state-of-the-art recordkeeping software system that provides precise and accurate processing conforming to all rules and regulations. At the same time we are extremely flexible to meet the specific needs of your organization.
 
Capella Products
Capella Pension provides Third Party Administration and Record Keeping Services for any size organization. This includes:
  • Timely and accurate processing of all activities
  • Custom reports to meet your specific needs
  • Loan processing
  • Secure account access through our 24/7/365 Internet and Phone Voice Response Unit(VRU) - Account balances - Review or change investment elections - Loan modeling
  • Daily valuation or balance forward accounting
  • Established trust accounting relationships
  • Electronic trading to ensure timely and accurate trades
At Capella Pension, our objective is to help you provide the best service to your clients. Our technology helps you ensure reliable, cost-effective retirement plan administration while our team of pension professionals offers the proven experience and commitment necessary to develop customized solutions.
 
Robust Reporting
Capella provides a robust and complete set of reports to help you manage your retirement plan. We are capable of providing virtually any type of custom report specific to your organizations needs, such as:
  • Participants statements
  • Summary of accounts
  • Loan Amortization and Reg-Z
  • ADP/ACP, 415, Top-Heavy, etc.
  • Plan level reports
  • Census verification
Any of these reports can be obtained in hard copy or electronic form such as Adobe Acrobat (PDF).
 
Reliable Qualifications
Capella has professional well-trained employees that are committed to making your retirement plan a success.

Test Drive 
Visit our web account access system. Click the TEST Drive link below and enter the following User ID and Password, then click on "Participant"..
User ID: 001010001
Password: 0001
TEST DRIVE
 
View Capella Frequently Asked Questions
 





 
 
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