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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...
The CARES Act Applied (Session 1)
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...
Responding to Incidents (Breach, Service, Systems)
(Open to owners and management only) Your mitigation plans are in place and your employees are prepared, but an incident occurs. Now it’s time to put your incident response plan into action, ensuring that transparency is among the highest priorities. Takeaway...
PensionPro of the Month: Front Nine Administration
Rone and Cindy Davis Within just a few minutes of talking, it is easy to understand that starting a company in the midst of a global pandemic in Cindy's mother's basement is going to be an awesome success story for Front Nine Administration someday. Born from years of...
Cyber Security Insurance Policy Review
(Open to owners and management only) Do you know what your cyber security insurance policy covers? Do you know what penalties are incurred if you experience exposure? Get an insurance attorney’s perspective to ensure you’re covering all your bases. Special Guest...
Security Awareness (Part 2)
Security Awareness Training How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.
Security Awareness (Part 1)
Cyber Security Training How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.
Blast Email: How to Expand Client Outreach & Customer Service
Are you looking for better, more consistent ways of reaching your client base? Join us for best practices and email template takeaways to enhance your customer service outreach. Prerequisite Training Recommended: Blast Email Fundamentals This is a live PROPASS...
Merge Documents: Create a Plan Testing Summary
Join us as we create a Plan Testing Summary Word merge template from scratch. Follow along and receive the completed Word merge template as a takeaway. Prerequisite Training Recommended: Merge Documents Fundamentals This is a live PROPASS training
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