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PensionPro Fundamentals
Familiarize yourself with basic PensionPro features and functions, such as Dashboards, Worktrays, Time Tracking, Menu options, and Search. Become a Pension Pro!
Annual Data Collection: Project Management Workshop
Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
Management Training: Employee Management in PensionPro
Management Training As managers of PensionPro, you have to know who has the ability to which features in the system, at all times. Join us for management training as we provide tools for reporting on and managing system access firm-wide, how to reassign workloads,...
Project Building: Tracking Annual Notices
Annual Notice tracking is a critical component that falls on your team, and one that can often times linger until the last possible moment. Let us show you how to track those easily in PensionPro and give yourself an at a glance view of what's remaining, an easy means...
Working with Multiple Employer Plans and Participating Employers
We hope to see you! Collecting annual data and providing compliance services for MEPs and plans with Participating Employers comes with its own set of challenges. Join us to learn how to use the MEP Master feature effectively and hear tips from a system expert for...
Routine System Housekeeping / Cleaning Up Old Projects
Data is only as good as the most recent update, and your PensionPro system is no exception. Join us for a top level session on how to keep your system clean, including clearing out old projects, deactivating old employees and ways to create a process to continue the...
DOL Cybersecurity Guidance
Cybersecurity By now, everyone should have at least heard that the DOL released soft guidance regarding cybersecurity and expectations for service providers. In the field, the DOL is already asking for the recommended documentation during investigating. This is a...
Tracking Plan Amendments
Making changes to the plan document is one of the many key processes that should be tracked in a project. Join us as we help you build an efficient and meaningful project template that will allow you to not only track the change, but also give you metrics on common...
Fee Schedule Usage in PensionPro
Fee Schedules in PensionPro give you access at your fingertips to verify current service offerings, status of service and more at a click. While not all users need access to your billing software, fee schedules give you the information you need at a glance. See how...
Utilizing Document Specifications in PensionPro
As we are in the midst of another Document Restatement period, there has never been a better time to get your Document Specifications into PensionPro. Join our system experts as we walk you through importing and updating existing data, and show you how to put that...
PensionPro Security Best Practices: Security Rights & MFA
Here at PensionPro, security is our top priority. With tools like Multi-Factor Authentication, Authorized Computer Management and Security Role Management, we're giving you tools to make sure your firm's system security is protected as well. Join us as we walk through...
Fetch Advanced User Training
Ready to take your Fetch skills to the next level? In advanced training, a PensionPro expert will walk you through creating and customizing queries to identify and easily pull the data string you are looking for. Learn not only how to pull back data, but how to...
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