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
This two part workshop series will 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...
by PensionPro | Aug 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Build an Annual Data Collection project template with the help of PensionPro staff. The is a live PROPASS training.
by PensionPro | Aug 24, 2020 | News & Events, PROPASS, Software, Training, Upcoming Events
Is your firm growing? Learn some of the best practice techniques from the industry’s most successful TPA firms and PensionPro system specialists. Prerequisite Training Recommended: Onboarding Fundamentals: New Clients & Employees This is a live PROPASS...
by PensionPro | Aug 22, 2020 | News & Events, Training, Upcoming Events
(Open to owners and management only) Learn best practices for evaluating both internal and external threats to your organization. We will focus on data, personnel, and technology to create tangible plans and policies. Takeaway Templates: Vendor Security Checklist,...
