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This page has not been translated. Please go to PBGC.gov's Spanish home page for more information available in Spanish.

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IT Modernization Projects

PBGC embarks on IT modernization initiatives to improve meeting our PBGC Strategic Goals of:

  • Preserve plans and protect pensions of covered workers and retirees
  • Pay pension benefits on time and accurately
  • Maintain high standards of stewardship and accountability

The outcomes of these initiatives stabilize and advance underlying technology, strengthen cybersecurity and privacy, streamline processes, enhance user experience, and provide high-quality service to plan sponsors, workers and retirees. Below are highlights of top-priority IT initiatives deemed significant enough to warrant public awareness by the CIO as part of the Executive Management Committee, that are post budget decisional, not procurement-sensitive, and do not include classified or personally identifiable related information.

Transformational Pension Insurance Modeling System (T-PIMS) for Single Employer (SE) Program:

Project Agile
Approach
Budget Year Cost Target Completion
T-PIMS (SE) Yes FY2021 $9,700,000.00* On budget Q4 FY2024 On Schedule

What are we doing and why?

PBGC is implementing a new Transformational Pension Insurance Modeling System (T-PIMS) for the Single Employer (SE) Program to replace a 20+ year old legacy on-premises system. T-PIMS will use the latest cloud technology that improves modeling performance, scalability, stability, ease of maintenance, strengthen PBGC’s security posture, and streamline maintenance and operations, while increasing the flexibility to respond to legislative/regulatory demands and throughput of economic forecasts and financial projections. The foundations of this project will enable future enhancements to address Multiemployer (ME) models in the future.

* Represents rounded implementation costs only; Infrastructure costs such as hosting, licensing, etc. are not included.

CIO Comments

This modernization effort will continue PBGC’s move to cloud-hosted solutions. In addition, PBGC envisions the implementation of a parameter driven solution that will support the annual projection needs of PBGC and improve PBGC’s ability to respond to queries from external stakeholders. T-PIMS is expected to transform PRAD’s people, process, and technology capabilities to meet its contribution to PBGC’s Strategic Goal 1: Preserve plans and protect the pensions of covered workers and retirees.

Benefit Calculation and Valuation (BCV) Phase 3:

Project Agile
Approach
Budget Year Cost Target Completion
BCV Phase 3 Yes FY2021 $8,500,000.00* On budget Q2 FY2023 On Schedule

What are we doing and why?

In BCV Phase 3, PBGC intends to improve customer service by providing online estimate capability for participants and enhance the security of BCV applications by reducing the use of Social Security Numbers.  Additionally, PBGC will modernize the following BCV component-functionalities: benefit statement design, actuarial calculation functions and data transfer capabilities.  These modernization efforts will provide a foundation for enabling expanded customer self-service, enhance data security, improve ease of use, improve data integrity and ensure consistency and accuracy of calculations.

* Represents rounded implementation costs only; Infrastructure costs such as hosting, licensing, etc. are not included.

CIO Comments

The BCV Phase 3 project will continue to improve the underlying technology, data security, and system interfaces, resulting in efficient internal PBGC operations and further enhance online customer service for the participants we serve.

Transition to IPv6:

Project Agile
Approach
Budget Year Cost Target Completion
Transition to IPv6 No FY2022 $450,000.00 On budget Q2 FY2025 On Schedule

What are we doing and why?

In order to establish a modern and scalable network infrastructure and to ensure compliance with OMB memo M-21-07, "Completing the Transition to Internet Protocol Version 6 (1Pv6)", PBGC will updates its infrastructure hardware and configuration to transition from IPv4 to IPv6. No later than FY2023, all new networked Federal information systems at PBGC will be IPv6-enabled at the time of deployment, and PBGC’s intent is to phase out the use of IPv4 for all systems by FY2025 to the extent possible and practical.

CIO Comments

The transition to IPv6 will allow PBGC to take advantage of the benefits inherent in this new protocol like simplified routing, flow labeling, built-in authentication and more. This change will be transparent, i.e. have no impact to PBGC customers.

ONR-OGC Case Management Modernization:

Project Agile
Approach
Budget Year Cost Target Completion
ONR-OGC Case Management Modernization Yes FY2020 $7,950,000.00* On budget FY2023 On Schedule

What are we doing and why?

This project implements a Case/Legal Management System (CLMS) to modernize and replace the existing Risk and Early Warning Management (RMEW) and Legal Edge for Windows (LEW) systems. These systems currently are used within the Office of Negotiations and Restructuring (ONR) and the Office of General Counsel (OGC) to manage cases/legal matters and to provide document management and workflow functionality. The existing COTS solutions have reached end-of-service-life, are heavily customized and require significant effort to maintain. To address these challenges, the project will migrate the existing capabilities to a new, modernized solution that will be based in the Microsoft Azure Cloud environment, maximize COTS functionality, and utilize Microsoft Dynamics for core business functionality.

* Represents implementation costs only; Infrastructure costs such as hosting, licensing, etc. are not included and are part of enterprise costs.

CIO Comments

This project continues PBGC’s migration of mission critical applications to the Microsoft Azure Cloud and Microsoft Dynamics environments, replacing highly customized legacy systems with configurable solutions. This will improve PBGC operational efficiency through better data capture management and use.

Budget Department Management System (BDMS):

Project Agile
Approach
Budget Year Cost
Projected                     Actual     
 Completion
Target          Actual
BDMS Yes FY2020 $1,980,000* $1,980,000* Q1 FY2022 Q1 FY2022

What are we doing and why?

The Budget Department used a combination of Microsoft Office 365 productivity tools such as a MS Word, MS Excel, MS Access, etc. to manually perform budget formulation. A Business Needs Analysis identified the need to implement a purpose-built, enterprise budget formulation solution that supports real-time budget figure updates across a collaborative, secure environment. PBGC implemented a new COTS product Budget Department Management System that minimizes and eliminates the budget formulation manual processes for Budget Department personnel, Departmental Budget Liaison Officers and PBGC Executives.

* Represents implementation costs only; Infrastructure costs such as hosting, licensing, etc. are not included and are part of enterprise costs.

CIO Comments

PBGC is using the successfully implemented BDMS for FY2024 Budget Formulation. Additional features will be made available to the users to continue to automate manual processes in the area of budget execution and PC&B tracking

Customer Relationship Management (CRM) Modernization:

Project Agile
Approach
Budget Year Cost
Projected                     Actual     
 Completion
Target          Actual
CRM Modernization Yes FY2019 $6,400,000* $12,425,800* Q2 FY2021 Q4 FY2021

What are we doing and why?

The Customer Relationship Management (CRM) system is used by PBGC’s Participant Services Department (PSD) to track customer interactions and provide a consistent means of service. In addition, PBGC also offers the My Pension Benefit Access (MyPBA) system, a secure web application that is used by its participants to conduct benefit related transactions online. The current technologies used for the CRM and MyPBA systems are getting obsolete, which limits PSD’s abilities in providing highly efficient services and in keeping up with the latest technology and security trends. In order to address the current challenges with CRM and MyPBA systems, PBGC has selected MS Dynamics 365 hosted on Microsoft Azure Cloud as its new platform to modernize its CRM solution. The CRM modernization is targeted to enhance customer experience through streamlining current business processes and functions; implementing a more user-friendly and intuitive online interface; integration with the modernized telephony infrastructure while mitigating the overall security risk.

* Represents implementation costs only; Infrastructure costs such as hosting, licensing, etc. are not included and are part of enterprise costs.

CIO Comments

The Customer Relationship Management (CRM) effort will improve the online customer experience and through integration with PBGCs new phone system will provide customers with additional means to get what they need simpler and faster. In addition to providing a simpler more intuitive customer interfaces the new CRM solution will provide increased security for customer data using simple but effective two factor authentication. 

The modernized CRM, now called Quick Easy Secure Transparent (QuEST), the new My Pension Benefit Access (MyPBA) with Multi Factor Authentication, and 13 complex interfaces went live in Q4 FY2021 on July 19, 2021 with Hypercare ending on September 30, 2021.  The planning cost and target completion were based on simply replacing the current systems with existing interfaces.  As the project unfolded, Office of Benefits Administration identified changes to existing interfaces to address current process gaps, changes to the system of record for Customer and Payment data, extended time for User Acceptance Testing for a thorough end-to-end testing with defect corrections, and schedule around payment cycles.  While these were necessary for OBA to provide better customer service to the retirees, it increased complexity, technical challenges with the new infrastructure, and integration with the new Login.Gov service, thus resulting in delayed completion and additional costs.  PBGC is continuing to evaluate MyPBA Login options for those retirees eligible for an online account but cannot use their state-issued id to register successfully through Login.Gov.  During the Hypercare period, PBGC worked diligently to address post-production issues, customer outreach communications, and providing help through the Customer Call Center.  Overall, given the complexities involved in this project, it was a success while PBGC continues to make improvements to our customers’ experience using online services.

MyPAA Modernization:

Project Agile
Approach
Budget Year Cost
Projected                     Actual     
 Completion
Target          Actual
My Plan Administration Account Replacement Yes FY2019 $4,850,000.00* $5,200,000* Q2 FY2021 Q3 FY2021

What are we doing and why?

My Plan Administration Account (My PAA) is a secure web-based custom application that enables pension plan practitioners (e.g., plan administrators, plan sponsors, actuaries, and consultants) for over 25,000 defined benefit plans to electronically sign and submit the annual Comprehensive Premium Filings (premium filings) and associated payments to PBGC. This project is to implement a modern replacement for the legacy custom developed My PAA application which was placed into service in 2004. The replacement solution is based on two key Oracle COTS software components, Oracle Intelligent Advisor and Oracle Service Cloud, and will be externally hosted in Oracle’s Cloud platform. This solution will enable configurable front-end business rules, user interactions, and integration with other applications that can be changed more easily and quickly; enable processing power to be scaled to accommodate peak premium filing periods; enable PBGC to offer additional user-friendly and self-service features and capabilities to enhance the filing experience for practitioners; and better support evolving IT security requirements.

* Represents implementation costs only; Infrastructure costs such as hosting, licensing, etc. are not included.

CIO Comments

The My Plan Administration Account (MyPAA) upgrade benefits both the customer and PBGC. Customers will benefit from a modern, more intuitive interface that will offer self-service features to enhance the premium filing process for practitioners. PBGC will benefit from the ability to adapt more quickly to changes in policy and more quickly implement required changes to the MyPAA application. 

This project was completed in its entirety in early Q3 FY2021 on April 25, 2021. A slight delay and a small amount of additional cost was necessary to extend User Acceptance Testing for a thorough end-to-end testing with defect corrections and scheduling around potential impact to the practitioner community based on normal premium filing due dates.  From a results standpoint, the project has been a success with the system performing well during the 2021 Premium Peak Filing season.

Previously completed IT Modernization projects

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Last Updated: July 28, 2022