PensionPro is now part of Ascensus.
Ascensus has completed its acquisition of PensionPro. Read the official press release for details.

PensionPro Logo
  • Solutions
    • Employee Census Collection
    • Plan Administration
    • Client Communications
    • Business Operations
    • Newsletters
    • Websites
    • Sales Prospecting
    • Operational Consulting
  • Products
    • TRACK
    • TEAM
    • BUSINESS
    • AUTOMATE
    • BENEFIT INSIGHTS
    • SALESPITCH
    • ProPass
    • ERISApedia
    • Partners
    • Compare Features
  • News & Events
    • PROspectives
    • Events
    • Events Archive
  • About
    • Our Team
    • Leadership
    • Partners
  • Support
  • Login
  • Contact
Annual Data Collection: Project Management Workshop

Annual Data Collection: Project Management Workshop

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...
Management Training: Employee Management in PensionPro

Management Training: Employee Management in PensionPro

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,...
Project Building: Tracking Annual Notices

Project Building: Tracking Annual Notices

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...
Working with Multiple Employer Plans and Participating Employers

Working with Multiple Employer Plans and Participating Employers

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...
Routine System Housekeeping / Cleaning Up Old Projects

Routine System Housekeeping / Cleaning Up Old Projects

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...
Page 3 of 5«12345»

Recent Posts

  • Streamline SECURE 2.0 Amendment Tracking with PensionPro
  • Roadmap Webinar
  • Refreshed PlanSponsorLink Webinar
  • PensionPro Basics
  • NEW Time-Saving Blast Email Filter

Recent Comments

No comments to show.

Stay Connected

Join our mailing list for the latest updates or send us a note! 

Paper-headset
PensionPro Logo

PensionPro is a business of AmericanTCS, formally launched in 2022. AmericanTCS is dedicated to helping people achieve financial stability and independence by encompassing the full breadth of the trust, custody and retirement offerings.

Solutions

  • Employee Census Collection
  • Plan Administration
  • Client Communications
  • Business Operations
  • Newsletters
  • Websites
  • Sales Prospecting
  • Operational Consulting

Products

  • TRACK
  • TEAM
  • BUSINESS
  • BENEFIT INSIGHTS
  • SALESPITCH
  • ProPass
  • Compare Features

News & Events

  • Home
  • News & Events
  • PROspectives

About

  • Our Team
  • Leadership
  • Partners

Support

Contact

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.



Terms of Service     Privacy Policy    Security    Status    Ethics Complaints

© 2026 PensionPro Software LLC. All Rights Reserved
Manage Consent

To provide the best user experience, we use technologies like cookies to store and/or access device information. This includes third-party analytics, advertising, and functionality tools that may monitor and record your interactions with this site in real time, including pages visited, clicks, and other browsing activity. By clicking "Accept," you consent to this monitoring by us and our third-party service providers. You may decline non-essential tracking by clicking "Decline." For more information, please see our Privacy Statement linked below.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}