by PensionPro | Aug 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Ready to build your own Event Management Dashboard? This training will take you from start to finish to create a 5500 Event to keep track of the status of filings. This is a live PROPASS training.
by PensionPro | Aug 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Learn tips and tricks from PensionPro specialists on how to use SalesPitch to make the most of your sales tool, including how to reach out to lost leads. This is a live PROPASS training.
by PensionPro | Aug 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Ready to automate that manual summary you create after the administration is complete? Join us as we create an Annual Summary Word merge template. Follow along and receive the completed Word merge template as a takeaway. Prerequisite Training Recommended: Merge...
by PensionPro | Aug 24, 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...
by PensionPro | Aug 24, 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...
