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Merge Documents Fundamentals
New to Merge Documents? Join us for a walk-through of how to make your Word documents populate with data stored in PensionPro with only a few clicks. We’ll give you the basics on how to get started.
Event Management Fundamentals
New to Event Management? Join us for a walk-through of the configuration setup and creation of Event Management tracking.
Distribution Fundamentals
The Distribution Module harbors some of the most used workflows in PensionPro. This training will go through the interface and give you a basic understanding of the module.
Blast Email Fundamentals
Looking for a communication tool to reach out to clients and influencers? Learn about Blast Email functionality to enhance your client service.
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...
Annual Administration Project Fundamentals
The Annual Administration process in PensionPro follows you through most of the year. This training will give you an overview of the entire process prior to launch.
Employee Management in PensionPro
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, which roles should have...
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...
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