Simplify Your Participant Notice Delivery
We’re excited to introduce a new integration that makes sending required participant notices easier and faster. Now, you can manage your annual notice process directly within PensionPro without switching between systems.
With this integration, you can upload and send participant notices in just a few clicks, all within PensionPro. It streamlines setup, access and plan linking to save you time and effort.
Key Benefits
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- Reduce administrative work by sending notices directly from PensionPro.
- Manage everything in one place for a seamless workflow.
- Ensure compliance with reliable and efficient notice delivery.
- Give your team quick access to the tools they need.
This integration removes hassle from an important annual task, so your team can focus on serving clients.
If you use ftwilliam documents, you can generate Annual Notices easily within PensionPro using the AUTOMATE Compliance Bundle. This allows you to easily send it to Plan Notice from the Files tab in PensionPro or add additional items and send the finished notice to Plan Notice. See this article for more information about the bundle: AUTOMATE Compliance Bundle. Reach out to PensionPro by submitting a ticket on the Help Center for more information about the discount available on the bundle through May 31, 2026!
For more information on Plan Notice, visit the PensionPro Marketplace
Ready to simplify your notice delivery? Get started by following the quick setup steps found here: Plan Notice Integration
Matt Harrison
Product Specialist