by PensionPro | Jan 25, 2021 | Software, Training
Learn about all the components of PensionPro’s project feature. Gain general project template knowledge to apply to creating your own project templates.
by PensionPro | Nov 24, 2020 | News & Events, PROPASS, Upcoming Events
Cybersecurity By now, everyone should have at least heard that the DOL released soft guidance regarding cybersecurity and expectations for service providers. In the field, the DOL is already asking for the recommended documentation during investigating. This is a...
by PensionPro | Nov 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Build and customize census reminder email templates to use throughout the collection process and easily track the number of completed and outstanding plans at a glance with the use of event management. With the tools and tips we provide on proper use of the Blast...
by PensionPro | Oct 22, 2020 | News & Events, PROspectives
Daniel Liss, CEO Daniel Liss is pushing boundaries. With ten acquisitions under his belt and more in the pipeline, the growth of EGPS is impressive. Acquiring TPA firms and integrating them into your operations is no easy task. “Culture is the most important thing we...
by PensionPro | Oct 20, 2020 | News & Events, PROspectives
As a Fintech company we are obsessed with data and quantifying our productivity as it drives our products and value to our customers. However, as the events of 2020 unfolded and “business as normal” became anything but normal, we found...
