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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...

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...

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...

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...

Tracking time may seem like an action that is only useful for generating paychecks for hourly employees, but tracking time in PensionPro can help in a variety of ways. Not only does it help evaluate the amount of time spent on certain projects or interacting with...

At PensionPro, our Client Services Team is dedicated to providing exceptional support and ensuring you get the most out of PensionPro. From developing eLearning content and Help Center articles, to troubleshooting technical issues, or guiding you through features,...

Feeling a bit intimidated by Distributions? PensionPro provides the tools necessary to easily track and process them! You may already know that a Distribution Project has all the same functionality as any other Project… but did you know that there are extra features...

You work with sensitive data that needs protection. But you also don’t want to be bogged down by inputting passwords all day long. For these reasons, PensionPro offers the options of Multi-Factor Authentication and Single-Sign On Authentication. Cybersecurity is the...