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Navigating Census Collection for Complex Plan Sponsor Entities
In PensionPro, a Client record represents the plan sponsor, and one or more Plan records are linked to that Client. For related employers, such as controlled groups, affiliated service groups, MEPs, PEPs, and multiemployer plans, you can choose a setup based on two...
Partner Webinar: ftwilliam.com
Join us to learn about the PensionPro and ftwilliam.com integration. We'll cover the basics, highlight enhancements to the standard integration, and cover which features are part of the latest AUTOMATE Compliance Bundle. Wednesday, October 28 | 2 p.m. ET
Streamline SECURE 2.0 Amendment Tracking with PensionPro
With the SECURE 2.0 amendment deadline approaching on December 31, now is the time to ensure your plans are on track. PensionPro’s tools help you easily monitor progress, manage outstanding tasks, and stay ahead of key deadlines: Projects Event Management...
Roadmap Webinar
Get a first look at what's next for PensionPro in this 45-minute webinar. We'll showcase planned features and enhancements, many of which were inspired by your feedback. Join us for an exclusive preview of what's ahead and see how we're continuing to evolve the...
Refreshed PlanSponsorLink Webinar
Get a first look at the refreshed PlanSponsorLink experience. Join us for a walkthrough of the updated design and key enhancements, and discover how these improvements will streamline your data collection efforts. Thursday, September 17 | 2 p.m. ET
PensionPro Basics
Whether you are new to PensionPro or looking for a refresher on the basics, this webinar is for you. Join us Wednesday, August 19 at 2 p.m. ET for a beginner-friendly session as we walk through the core features that will help you work more efficiently and confidently...
NEW Time-Saving Blast Email Filter
Hey there folks, it’s that guy who publishes the PensionPro release notes, back once again! If you’ve been too bogged down with unfinished 5500s lately to keep tabs on what changes we’re making (it’s okay—I totally get it), you might have overlooked our June 23rd...
Merge Documents for Beginners
Streamline your client communications with ease! Join us Tuesday, July 14 at 2 p.m. ET for this 60-minute webinar designed for beginners to learn the basics of Merge Documents. We'll walk through the benefits and show you how to create a Merge Document template so you...
Merge Documents: Advanced Tips and Tricks
Communicating with your clients is essential. But sometimes sending a generic message to all your clients at once is not an option. Perhaps you need to include plan details or fees. That’s where Merge Documents can be helpful. Merge Documents are templated Microsoft...
Introducing the PensionPro Plan Notice Integration
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...
PensionPro for Beginners
Are you ready to become a pro? Join us Tuesday, June 9 at 2 p.m. ET for a 60-minute webinar designed for beginners to learn the essentials! Learn how to navigate PensionPro, work with Tasks and Projects, use To-Dos and Worktrays effectively and customize your User...
Partner Webinar: Dynamis
The work of a TPA is changing. Plan sponsors expect more. Teams are stretched. And every interaction is a chance to either deepen a client relationship—or quietly lose it. Join PensionPro and Dynamis for a 60-minute webinar, Tuesday, May 12 at 2 p.m. ET, on how the...
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