by Kara Smith | Apr 7, 2026 | Archive, News & Events
Are you ready to become a pro? Join us Tuesday, April 28 at 2 p.m. ET for a 60-minute webinar designed for beginners to learn the essentials! Learn how to navigate PensionPro, work with Tasks and Projects, use ToDos and Worktrays effectively and customize your User...
by Kara Smith | Mar 19, 2026 | News & Events, PROspectives
The AUTOMATE product family puts technology to work for you, streamlining workflows and freeing up valuable time so your team can focus on your business. We’re excited to announce the newest addition to this product family, the AUTOMATE Compliance Bundle, will be...
by Kara Smith | Jan 5, 2026 | Archive, News & Events
In the rapidly shifting PEP landscape, staying ahead means understanding the forces shaping the marketplace — and the tools that help TPAs adapt and thrive. Join us Tuesday, Jan. 6, at 2 p.m. ET for an insightful webinar where we will be joined by Voya to unpack the...
by Kara Smith | Dec 5, 2025 | Archive, News & Events
Get a first look at what’s ahead for PensionPro! Join us Tuesday, Dec. 16 at 2 p.m. ET, for a 60-minute webinar where we’ll showcase the upcoming features planned for the next six months. Your feedback inspired many of these enhancements, and we can’t wait to share...
by Kara Smith | Nov 17, 2025 | Archive, News & Events
Join us and our integration partner 7 Simple Machines, makers of Dynamis – the data and insights platform for TPAs – for a 60-minute webinar Tuesday, Dec. 2, at 2:00 p.m. ET. You’ll learn how our partnership is developing new features to streamline the...
