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Year-End Annual Administration Webinar
We'd like to invite you to our 60-minute Webinar! As 2024 comes to a close, now is the time to revisit your Annual Administration processes and application preferences. Join us onThursday, November 21 at 2 p.m. ET, as we provide our suggestions for features and...
Partner Webinar: Finch
We'd like to invite you to our 60-minute Webinar! Please join us Thursday, November 14 at 2 p.m. ET as we introduce one of our new partners, Finch, a unified API platform for employment systems. In this webinar, we'll demonstrate how the integration between PensionPro...
Partner Webinar: Dynamis
We'd like to invite you to our 60-minute Webinar! Please join us Thursday, November 7 at 2 p.m. ET as we introduce one of our new partners, Dynamis, a 7 Simple Machines product and real-time data platform for TPAs, providing automated access to plan sponsor census,...
Merge Documents: From Template to Print in Seconds
Are you manually entering stored data from PensionPro into a Word document? Did you know that you can use PensionPro’s Merge Document feature to quickly insert that stored data from PensionPro into your document? For example, let’s say you are manually entering Fee...
Building a Community of Pros
About a month ago now, we wrapped up our PensionPro User Group conference in Chicago, Illinois. Here, we got to meet with some of our most dedicated users to swap experiences, learn new tricks, and presumably, eat authentic deep-dish-style pizza. Admittedly, I’m a...
Partner Webinar: Payroll Integrations, Inc.
We'd like to invite you to our 60-minute Webinar! Please join us Wednesday, September 18 at 2 p.m. ET. Payroll Integrations and PensionPro have teamed up to make collecting sponsor census and payroll information effortless. In this webinar, we’ll explore how the...
Take back your time by integrating PensionPro with ftwilliam.com
Looking to save a few minutes of your time when using both PensionPro and ftwilliam.com? Since we can’t add more time to your day, PensionPro can at least help you accomplish what you need as efficiently as possible. If you are already utilizing the integration, you...
PensionPro Roadmap Webinar
We'd like to invite you to our 60-minute Webinar! Please join us Thursday, August 29 at 2 p.m. ET. Our goal for this webinar is to keep you informed of the features we have on our roadmap over the next six months. Many of these ideas started from user feedback, so we...
PensionPro and ftwilliam.com Integration
We'd like to invite you to our 60-minute Webinar! This webinar is being co-hosted by PensionPro and ftwilliam.com. Please join us Thursday, August 22 at 2 p.m. ET. We plan to discuss the integration between our two systems, as well as troubleshooting techniques and...
Take it from a TPA: Event Management
I was a TPA for 33 years before joining PensionPro. One of my biggest concerns was that I would miss something and a plan would slip through the cracks. PensionPro's Event Management helped to calm my fears. I’ll show you how soon. As a TPA, I reported statistics on...
All Things PlanSponsorLink
This month’s PROspectives post is about all things PlanSponsorLink! Need to communicate information to all your Plan Sponsors at one time? PlanSponsorLink’s Industry Bulletins tab is just what you need! Providing general information, updates about your firm, events,...
Q2 2024 New Features Bootcamp
We'd like to invite you to our 30-minute New Features Bootcmap! Join us on Thursday, June 27 at 2 PM ET for our Q2 New Features Bootcamp. Our goal is to educate you on the new features we have to offer. We hope to see you there!
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