Our Events Archive
New Features Bootcamp
As we celebrate the holiday season and look ahead to 2023, we are excited to share recent enhancements to PlanSponsorLink that could help make your work more efficient in the new year! We'd like to invite you to our New Features Bootcamp! In this 30-minute Bootcamp,...
November Open Demo
Evolve the way you work. Here's your chance to learn more about PensionPro! Please join us for a free open demo on November 3, 2022.
December Open Demo
Evolve the way you work. Here's your chance to learn more about PensionPro! Please join us for a free open demo on December 8, 2022.
September Open Demo
Evolve the way you work. Here's your chance to learn more about PensionPro! Please join us for a free open demo. September 15, 2022.
August Open Demo
Evolve the way you work. Here's your chance to learn more about PensionPro! Please join us for a free open demo on August 18, 2022.
Benefit Issues in Company M&A
M&A continues to be the cause of the most confusing situations encountered by TPAs. Just when you think you have it licked… another situation arises that makes you crazy. Frankly, it’s common for all the players — the client and the person on the other side...
PensionPro 2.0 Open Demo
PensionPro is on the verge of a giant leap! Our newly enhanced PensionPro 2.0 is set to be released this summer! It's all browser-based. It's customizable. It's built for the future of work and the flexibility it mandates.
July Open Demo
Evolve the way you work. Here's your chance to learn more about PensionPro! Please join us for a free open demo on July 21, 2022.
TPAs & Large Plan Audits
Looking for assistance with making large plan audits smoother for your clients (and therefore, you)? Join Chris Beckett and Todd Hallowell of Pension Assurance LLP for our next ProPass session! This session will equip you with a better understanding of the...
June Open Demo
Now is your chance to learn more about PensionPro! Please join us for a free open demo on June 16, 2022.
May Open Demo
Interested in learning more about PensionPro? Now's your chance! Please join us for a free open demo on May 24, 2022.
March Open Demo
Evolve the way you work. If you're interested in learning more about PensionPro, now's your chance! Please join us for a free open demo on March 17, 2022.
Get Started
Watch the video to see what PensionPro can do for your firm. Use the button below to drop us a note.