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Tools for Adding Plans to PensionPro
So, you’ve just landed that big, new client? Congratulations! Now comes the less exciting part of your job: data entry. But don’t worry, PensionPro offers several options to help you get that new client into the system quickly and painlessly, including two new rapid...
ERISApedia Webinar
We'd like to invite you to our 30-minute Webinar! The retirement plan industry is complex and often in a state of change. ERISApedia.com offers a variety of tools for ERISA professionals, financial advisors and CPA plan auditors. Now part of the PensionPro family, we...
Partner Webinar: ftwilliam.com
We'd like to invite you to our 60-minute Webinar! Join us for this 60-minute co-hosted webinar August 6 at 2:00 p.m. ET, as we highlight the integration between PensionPro and ftwilliam.com. We'll share tips and tricks on how this integration can help streamline your...
ERISApedia
ERISApedia, welcome to the family! Now that ERISApedia is part of the PensionPro family, we look forward to working together to equip the experts with more tools so they can provide the best service to plan sponsors. With ERISApedia, you can utilize various technical...
Navigating the PEP Landscape: How TPAs Can Stay Competitive Webinar
Join us for this 60-minute webinar, Tuesday, August 12 at 2 p.m. ET, co-hosted by Empower. We will delve into how PEPs are reshaping the retirement landscape, how TPAs are being impacted and the options TPAs have to remain competitive in this new arena. ...
Distribution Overview (Virtual Workshop – Session Three)
3:00-3:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session Three Join us for this 45-minute webinar, August 14 at 3 p.m. ET, to gain a clear understanding of Distribution tracking in PensionPro. This session will also include a discussion on 1099R...
Question & Answers (Virtual Workshop – Session Four)
4:00 - 5:00 p.m. ET | Virtual Beginner / Intermediate Workshop Session Four Bring your questions - big or small! This 60-minute session, August 14 at 4 p.m. ET, is your time to ask anything about PensionPro, processes, best practices or specific scenarios. Register...
PlanSponsorLink (PSL) Deep Dive (Virtual Workshop – Session Two)
2:00 - 2:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session Two Learn to streamline your data collection with this 45-minute webinar, August 14 at 2 p.m. ET. Discover what plan sponsors see when accessing Annual Administration, General Web Collection,...
PensionPro 101 (Virtual Workshop – Session One)
1:00 - 1:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session One Are you getting started with PensionPro? Join us for this 45-minute webinar, August 14 at 1 p.m. ET, to learn the essentials! Learn how to navigate PensionPro, work with Tasks and Projects, use...
Advanced Workshop
August 20-21, 2025 | Harrisburg, PA Please note registration closed July 18. Workshop Location: 777 East Park Drive, Suite G4 (downstairs), Harrisburg, PA 17111. Hotel Location: Best Western Premier The Central Hotel & Conference Center. August 20: 8:00...
Year-End Preparation Workshop
November 12-13, 2025 | Harrisburg, PA Workshop Location: RCPA Conference Room - Ground Floor777 E Park Drive, Harrisburg, PA 17111 (Located across the street from the Best Western Central Premiere Hotel) Registration is closed. Who Should attend? As 2025 comes to an...
Set Your Employees Up for Success in PensionPro
Are you bringing a new team member on board? It's important to ensure they’re fully equipped to succeed with PensionPro from day one. We’re here to help guide you through a few key steps and best practices to help you implement a smooth and effective onboarding...
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Watch the video to see what PensionPro can do for your firm. Use the button below to drop us a note.