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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...
Blast Email & Event Management: Census Follow-Ups & Tracking
Build and customize census reminder email templates to use throughout the collection process and easily track the number of completed and outstanding plans at a glance with the use of event management. With the tools and tips we provide on proper use of the Blast...
PensionPro of the Month: EGPS
Daniel Liss, CEO Daniel Liss is pushing boundaries. With ten acquisitions under his belt and more in the pipeline, the growth of EGPS is impressive. Acquiring TPA firms and integrating them into your operations is no easy task. “Culture is the most important thing we...
Metrics Are Not the Same as a Mission
As a Fintech company we are obsessed with data and quantifying our productivity as it drives our products and value to our customers. However, as the events of 2020 unfolded and "business as normal" became anything but normal, we found that using our tried and...
The CARES Act Applied (Session 2)
2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don't miss TPA expert and ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
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