Stay Connected
ERISApedia Webinar
We'd like to invite you to our 30-minute Webinar! The retirement plan industry is complex and often in a state of change. ERISApedia.com offers a variety of tools for ERISA professionals, financial advisors and CPA plan auditors. Now part of the PensionPro family, we...
Partner Webinar: ftwilliam.com
We'd like to invite you to our 60-minute Webinar! Join us for this 60-minute co-hosted webinar August 6 at 2:00 p.m. ET, as we highlight the integration between PensionPro and ftwilliam.com. We'll share tips and tricks on how this integration can help streamline your...
ERISApedia
ERISApedia, welcome to the family! Now that ERISApedia is part of the PensionPro family, we look forward to working together to equip the experts with more tools so they can provide the best service to plan sponsors. With ERISApedia, you can utilize various technical...
Navigating the PEP Landscape: How TPAs Can Stay Competitive Webinar
Join us for this 60-minute webinar, Tuesday, August 12 at 2 p.m. ET, co-hosted by Empower. We will delve into how PEPs are reshaping the retirement landscape, how TPAs are being impacted and the options TPAs have to remain competitive in this new arena. ...
Advanced Workshop
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...
Year-End Preparation Workshop
November 12-13, 2025 | Harrisburg, PA Please note registration closes October 18. Who Should attend? As 2025 comes to an end and your year-end processes approach, join us as we focus on data collection build-out, updates to preferences, optimizing Blast Email,...
Set Your Employees Up for Success in PensionPro
Are you bringing a new team member on board? It's important to ensure they’re fully equipped to succeed with PensionPro from day one. We’re here to help guide you through a few key steps and best practices to help you implement a smooth and effective onboarding...
2025 Roadmap Webinar
Preview what's coming to PensionPro! Join us Thursday, May 29 at 2 p.m. ET for a 60-minute webinar as we walk you through the features on our roadmap over the next six months. Your feedback inspired many of these enhancements, and we can’t wait to share them with you....
DocuSign
Does your firm utilize electronic signatures? PensionPro is partnered with DocuSign to support this functionality. DocuSign provides support for web-based electronic signing of documents. When the integration between PensionPro and DocuSign is properly established and...
Q2 2025 New Features Webinar
Join us Thursday, December 19 at 2 p.m. ET for a 60-minute webinar where we’ll take a closer look at the latest enhancements and exciting new features designed to elevate your experience as a PensionPro user. We hope to see you there! Access
Payroll Integrations
Streamline the census collection process Are you still waiting for plan sponsors to provide census data for 12/31/24? You want to keep working through compliance testing, contribution calculations and Form 5500s, but the plan sponsors are likely tied up running their...
Data Purging
Managing sensitive data effectively is essential, and PensionPro’s Data Purging feature is here to help. When a plan is deactivated for all activity, its data is automatically deleted after six months, helping you stay compliant and minimize risks. Let’s walk through...
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Watch the video to see what PensionPro can do for your firm. Use the button below to drop us a note.