by Marissa Redline | Mar 28, 2025 | PROspectives
Managing sensitive data effectively is essential, and PensionPro’s Data Purging feature is here to help. When a plan is deactivated for all activity, its data is automatically deleted after six months, helping you stay compliant and minimize risks. Let’s walk through...
by Marissa Redline | Oct 17, 2024 | PROspectives
Are you manually entering stored data from PensionPro into a Word document? Did you know that you can use PensionPro’s Merge Document feature to quickly insert that stored data from PensionPro into your document? For example, let’s say you are manually entering Fee...
