M&A continues to be the cause of the most confusing situations encountered by TPAs. Just when you think you have it licked… another situation arises that makes you crazy. Frankly, it’s common for all the players — the client and the person on the other side...
Looking for assistance with making large plan audits smoother for your clients (and therefore, you)? Join Chris Beckett and Todd Hallowell of Pension Assurance LLP for our next ProPass session! This session will equip you with a better understanding of the...
Ethics Webinar Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive...
Join us! Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive case...
Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the...
Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the...
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...
Management Training As managers of PensionPro, you have to know who has the ability to which features in the system, at all times. Join us for management training as we provide tools for reporting on and managing system access firm-wide, how to reassign workloads,...
Annual Notice tracking is a critical component that falls on your team, and one that can often times linger until the last possible moment. Let us show you how to track those easily in PensionPro and give yourself an at a glance view of what's remaining, an easy means...
We hope to see you! Collecting annual data and providing compliance services for MEPs and plans with Participating Employers comes with its own set of challenges. Join us to learn how to use the MEP Master feature effectively and hear tips from a system expert for...
Data is only as good as the most recent update, and your PensionPro system is no exception. Join us for a top level session on how to keep your system clean, including clearing out old projects, deactivating old employees and ways to create a process to continue the...
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...
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