by Aidan | Dec 1, 2020 | News & Events, PROPASS, Upcoming Events
Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
by Aidan | Dec 1, 2020 | News & Events, PROPASS, Upcoming Events
Management Training As managers of PensionPro, you have to know who has the ability to which features in the system, at all times. Join us for management training as we provide tools for reporting on and managing system access firm-wide, how to reassign workloads,...
by Aidan | Nov 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Annual Notice tracking is a critical component that falls on your team, and one that can often times linger until the last possible moment. Let us show you how to track those easily in PensionPro and give yourself an at a glance view of what’s remaining, an easy...
by Aidan | Nov 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
We hope to see you! Collecting annual data and providing compliance services for MEPs and plans with Participating Employers comes with its own set of challenges. Join us to learn how to use the MEP Master feature effectively and hear tips from a system expert for...
by Aidan | Nov 24, 2020 | News & Events, PROPASS, Upcoming Events
Data is only as good as the most recent update, and your PensionPro system is no exception. Join us for a top level session on how to keep your system clean, including clearing out old projects, deactivating old employees and ways to create a process to continue the...
