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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.
Merge Documents: Create an Annual Plan Summary
Ready to automate that manual summary you create after the administration is complete? Join us as we create an Annual Summary Word merge template. Follow along and receive the completed Word merge template as a takeaway. Prerequisite Training Recommended: Merge...
Annual Data Collection 2-Day Workshop (Day 1)
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 Data Collection 2-Day Workshop (Day 2)
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 Data Collection 2-Day Workshop (Day 2)
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 Data Collection 2-Day Workshop (Day 1)
This two part workshop series will 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...
Building Projects: Annual Data Collection
Build an Annual Data Collection project template with the help of PensionPro staff. The is a live PROPASS training.
Effective Onboarding Procedures to Accommodate Growth
Is your firm growing? Learn some of the best practice techniques from the industry's most successful TPA firms and PensionPro system specialists. Prerequisite Training Recommended: Onboarding Fundamentals: New Clients & Employees This is a live PROPASS...
Managing Risk
(Open to owners and management only) Learn best practices for evaluating both internal and external threats to your organization. We will focus on data, personnel, and technology to create tangible plans and policies. Takeaway Templates: Vendor Security Checklist,...
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