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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
Planning for Disaster
(Open to owners and management only) You’ve heard it before and it’s never been more relevant: failing to prepare is preparing to fail. Discuss how to prepare for a disaster so that your business suffers minimum downtime. Business continuity and data recovery are...
Building Projects: DC Document Restatement
Build a DC Document Restatement project template with the help of PensionPro staff. This is a live PROPASS training.
Event Management: Create a 5500 Filing Burndown
Ready to build your own Event Management Dashboard? This training will take you from start to finish to create a 5500 Event to keep track of the status of filings. This is a live PROPASS training.
Score More Sales with SalesPitch
Learn tips and tricks from PensionPro specialists on how to use SalesPitch to make the most of your sales tool, including how to reach out to lost leads. This is a live PROPASS training.
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