Plan Summary in PensionPro

Merge Documents: Create an Annual Plan Summary

Date: April 17, 2025

Author: PensionPro

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 Documents Fundamentals

This is a live PROPASS training.