by PensionPro | Jul 3, 2025 | Archive, Training
3:00-3:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session Three Join us for this 45-minute webinar, August 14 at 3 p.m. ET, to gain a clear understanding of Distribution tracking in PensionPro. This session will also include a discussion on 1099R...
by PensionPro | Jul 3, 2025 | Archive, Training
4:00 – 5:00 p.m. ET | Virtual Beginner / Intermediate Workshop Session Four Bring your questions – big or small! This 60-minute session, August 14 at 4 p.m. ET, is your time to ask anything about PensionPro, processes, best practices or specific scenarios....
by PensionPro | Jul 3, 2025 | Archive, Training
2:00 – 2:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session Two Learn to streamline your data collection with this 45-minute webinar, August 14 at 2 p.m. ET. Discover what plan sponsors see when accessing Annual Administration, General Web Collection,...
by PensionPro | Jul 3, 2025 | Archive, Training
1:00 – 1:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session One Are you getting started with PensionPro? Join us for this 45-minute webinar, August 14 at 1 p.m. ET, to learn the essentials! Learn how to navigate PensionPro, work with Tasks and...
by PensionPro | Jul 2, 2025 | Archive, Training
August 20-21, 2025 | Harrisburg, PA Please note registration closed July 18. Workshop Location: 777 East Park Drive, Suite G4 (downstairs), Harrisburg, PA 17111. Hotel Location: Best Western Premier The Central Hotel & Conference Center. August 20: 8:00...
