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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...
ERISA Fiduciary Navigator eSource
A Tool For Navigating Fiduciary Responsibility in a Rapidly Changing ERISA Landscape ERISApedia, a product of AmericanTCS’s PensionPro, provides the professional compliance resources needed to service and grow your business while ensuring compliance with ERISA, IRS,...
AUTOMATE Compliance Bundle Webinar
Simplify compliance workflows and save time with tools designed to automate some of your most time-consuming compliance tasks. Join us Tuesday, April 21 at 2 p.m. ET for an engaging 60-minute session where we'll dive into the features of our new AUTOMATE Compliance...
PensionPro for Beginners
Are you ready to become a pro? Join us Tuesday, April 28 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 ToDos and Worktrays effectively and customize your User...
Introducing the AUTOMATE Compliance Bundle: Available April 1
The AUTOMATE product family puts technology to work for you, streamlining workflows and freeing up valuable time so your team can focus on your business. We’re excited to announce the newest addition to this product family, the AUTOMATE Compliance Bundle, will be...
What’s In Store for 2026
For the past two years, our PROspectives posts have been released monthly, with a focus on features that may be related to your upcoming deadlines or tips from our team to yours. This quarter, however, we’ve been intentionally quiet. We know how busy you already...
Trends and Tools to Stay Competitive in the PEP Marketplace
In the rapidly shifting PEP landscape, staying ahead means understanding the forces shaping the marketplace — and the tools that help TPAs adapt and thrive. Join us Tuesday, Jan. 6, at 2 p.m. ET for an insightful webinar where we will be joined by Voya to unpack the...
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