by Melissa Baker | Nov 6, 2025 | News & Events, PROspectives
Try the new automation to retrieve annual notices from ftwilliam.com! This tool will allow ftwilliam.com document module users within PensionPro to complete the following actions in one step: Retrieve annual notices (safe harbor, automatic enrollment and QDIA) from...
by Melissa Baker | Sep 18, 2025 | News & Events, PROspectives
While we have pre-built reports available under the Reporting menu, Fetch is the query tool within PensionPro that allows you to build reporting that is even more specific to your needs. If you have tried using the tool and had questions about building a query, we...
by Melissa Baker | Jul 17, 2025 | PROspectives
ERISApedia, welcome to the family! Now that ERISApedia is part of the PensionPro family, we look forward to working together to equip the experts with more tools so they can provide the best service to plan sponsors. With ERISApedia, you can utilize various technical...
by Melissa Baker | Apr 17, 2025 | PROspectives
Streamline the census collection process Are you still waiting for plan sponsors to provide census data for 12/31/24? You want to keep working through compliance testing, contribution calculations and Form 5500s, but the plan sponsors are likely tied up running their...
by Melissa Baker | Aug 15, 2024 | PROspectives
Looking to save a few minutes of your time when using both PensionPro and ftwilliam.com? Since we can’t add more time to your day, PensionPro can at least help you accomplish what you need as efficiently as possible. If you are already utilizing the integration, you...
