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Partner Webinar: ASC
Join us to see how the PensionPro and Actuarial Systems Corporation (ASC) integration can simplify your year-end processes by streamlining census data transfers between systems, generating notices, and pulling them into PensionPro in bulk. Thursday, November 12 | 2...
Year-End Preparation Webinar
With year-end data collection around the corner, this session will prepare you for the season ahead. During this webinar, we'll highlight how you can streamline and complete year-end processes with confidence. Thursday, November 19 | 2 p.m. ET
Roadmap Webinar
Join us for a 45-minute webinar to explore recent PensionPro feature releases and get a first look at what we have in store. We’ll highlight new capabilities, showcase planned features and enhancements inspired by your feedback, and share how we’re continuing to...
PensionPro Basics Webinar
Whether you are new to PensionPro or looking for a refresher on the basics, this webinar is for you. Join us for a beginner-friendly session as we walk through the core features that will help you work more efficiently and confidently in PensionPro. You'll learn how...
Navigating Census Collection for Complex Plan Sponsor Entities
In PensionPro, a Client record represents the plan sponsor, and one or more Plan records are linked to that Client. For related employers, such as controlled groups, affiliated service groups, MEPs, PEPs, and multiemployer plans, you can choose a setup based on two...
Partner Webinar: ftwilliam.com
Join us to learn about the PensionPro and ftwilliam.com integration. We'll cover the basics, highlight enhancements to the standard integration, and cover which features are part of the latest AUTOMATE Compliance Bundle. Wednesday, October 28 | 2 p.m. ET
Streamline SECURE 2.0 Amendment Tracking with PensionPro
With the SECURE 2.0 amendment deadline approaching on December 31, now is the time to ensure your plans are on track. PensionPro’s tools help you easily monitor progress, manage outstanding tasks, and stay ahead of key deadlines: Projects Event Management...
Roadmap Webinar
Get a first look at what's next for PensionPro in this 45-minute webinar. We'll showcase planned features and enhancements, many of which were inspired by your feedback. Join us for an exclusive preview of what's ahead and see how we're continuing to evolve the...
Refreshed PlanSponsorLink Webinar
Get a first look at the refreshed PlanSponsorLink experience. Join us for a walkthrough of the updated design and key enhancements, and discover how these improvements will streamline your data collection efforts. Thursday, September 17 | 2 p.m. ET
PensionPro Basics
Whether you are new to PensionPro or looking for a refresher on the basics, this webinar is for you. Join us Wednesday, August 19 at 2 p.m. ET for a beginner-friendly session as we walk through the core features that will help you work more efficiently and confidently...
NEW Time-Saving Blast Email Filter
Hey there folks, it’s that guy who publishes the PensionPro release notes, back once again! If you’ve been too bogged down with unfinished 5500s lately to keep tabs on what changes we’re making (it’s okay—I totally get it), you might have overlooked our June 23rd...
Merge Documents for Beginners
Streamline your client communications with ease! Join us Tuesday, July 14 at 2 p.m. ET for this 60-minute webinar designed for beginners to learn the basics of Merge Documents. We'll walk through the benefits and show you how to create a Merge Document template so you...
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