Our Events Archive

3:00-3:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session Three Join us for this 45-minute webinar, August 14 at 3 p.m. ET,  to gain a clear understanding of Distribution tracking in PensionPro. This session will also include a discussion on 1099R...

4:00 - 5:00 p.m. ET | Virtual Beginner / Intermediate Workshop Session Four Bring your questions - big or small! This 60-minute session, August 14 at 4 p.m. ET, is your time to ask anything about PensionPro, processes, best practices or specific scenarios. Register...

2:00 - 2:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session Two Learn to streamline your data collection with this 45-minute webinar, August 14 at 2 p.m. ET. Discover what plan sponsors see when accessing Annual Administration, General Web Collection,...

1:00 - 1:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session One Are you getting started with PensionPro? Join us for this 45-minute webinar, August 14 at 1 p.m. ET, to learn the essentials! Learn how to navigate PensionPro, work with Tasks and Projects, use...

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...

November 12-13, 2025 | Harrisburg, PA Workshop Location: RCPA Conference Room - Ground Floor777 E Park Drive, Harrisburg, PA 17111 (Located across the street from the Best Western Central Premiere Hotel) Registration is closed. Who Should attend? As 2025 comes to an...

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....

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

We'd like to invite you to our 60-minute Webinar!   Please join us Thursday, April 17 at 2 p.m. ET as we spotlight our partner, Finch, the #1 connectivity platform for payroll systems. In this 60-minute webinar, we’ll dive into how the integration between...

We'd like to invite you to our 60-minute Webinar! As 2024 comes to a close, now is the time to revisit your Annual Administration processes and application preferences. Join us onThursday, November 21 at 2 p.m. ET, as we provide our suggestions for features and...

We'd like to invite you to our 60-minute Webinar! Please join us Thursday, November 14 at 2 p.m. ET as we introduce one of our new partners, Finch, a unified API platform for employment systems. In this webinar, we'll demonstrate how the integration between PensionPro...