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Tips for Editing Project Templates
Hey, you! Yes, you, reading this PROspectives post! Are you prepping for year-end administration season yet? No?! Well, heck, it’s just a few weeks away. You’d better get going! Ooh, I see! You’re telling me you’ve followed all our recommendations so far, and as such,...
Roadmap Webinar
Get a first look at what’s ahead for PensionPro! Join us Tuesday, Dec. 16 at 2 p.m. ET, for a 60-minute webinar where we’ll showcase the upcoming features planned for the next six months. Your feedback inspired many of these enhancements, and we can’t wait to share...
Partner Webinar: 7 Simple Machines
Join us and our integration partner 7 Simple Machines, makers of Dynamis - the data and insights platform for TPAs - for a 60-minute webinar Tuesday, Dec. 2, at 2:00 p.m. ET. You’ll learn how our partnership is developing new features to streamline the census...
Announcing a New Tool to Quickly Generate Annual Notices
Try the new automation to retrieve annual notices from ftwilliam.com! This tool will allow ftwilliam.com document module users within PensionPro to complete the following actions in one step: Retrieve annual notices (safe harbor, automatic enrollment and QDIA) from...
Partner Webinar: SinglepointAI
Join PensionPro and SinglepointAI Wednesday, Nov. 19 at 2 p.m. ET for a 60-minute webinar to learn more about one of our new automated onboarding features — and see it in action. Built in partnership with SinglepointAI, this innovative feature accelerates the handoff...
Year-End Preparation Webinar
Ensure you’re ready for year-end! Join us Tuesday, Nov. 18 at 2 p.m. ET for a 60-minute webinar as we help you prepare for year-end data collection. We’ll spotlight the new features coming to Projects 2.0 that will ensure you’re prepared for year-end processes. ...
You Did It – 10/15 is Behind Us!
Congratulations on making it through the 10/15 deadline! We know how much time and energy it takes to get everything across the finish line, and we want to take a moment to recognize the hard work your teams put in to make it happen. The PensionPro team is grateful to...
Partner Webinar: ASC
Join PensionPro and Actuarial Systems Corporation - ASC Wednesday, Oct. 22 and 2 p.m. ET, for a 30-minute webinar to learn how you can benefit from ASC’s plan document, DC/401(k) recordkeeping and administration, DB valuation, compliance testing and 5500 products.As a...
Fetch: Tips and Tricks
While we have pre-built reports available under the Reporting menu, Fetch is the query tool within PensionPro that allows you to build reporting that is even more specific to your needs. If you have tried using the tool and had questions about building a query, we...
Partner Webinar: Plan Notice
There's still time to assist your plans with noticing. Join PensionPro and Plan Notice Thursday, September 25, 2025 at 2 p.m. ET for a 45-minute webinar to see the new offerings from Plan Notice and refresh yourself on their full set of offerings. ...
Partner Webinar: Dynamis
Join PensionPro and Dynamis for an informative 60-minute webinar Tuesday, September 9 at 2 p.m. ET to learn how our teams are developing an experience to simplify all stages of the census lifecycle. Dynamis' premium data automation and insights platform coupled with...
Q3 2025 New Features Webinar
Discover what’s new with PensionPro! Join us for a 30-minute webinar Thursday, August 28 at 2 p.m. ET, to review the enhancements we've released over the past few months. You may have seen the release notes when they came out, but join us for a quick review to see...
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