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PensionPro for Beginners
Are you ready to become a pro? Join us Tuesday, April 28 at 2 p.m. ET for a 60-minute webinar designed for beginners to learn the essentials! Learn how to navigate PensionPro, work with Tasks and Projects, use ToDos and Worktrays effectively and customize your User...
Introducing the AUTOMATE Compliance Bundle: Available April 1
The AUTOMATE product family puts technology to work for you, streamlining workflows and freeing up valuable time so your team can focus on your business. We’re excited to announce the newest addition to this product family, the AUTOMATE Compliance Bundle, will be...
What’s In Store for 2026
For the past two years, our PROspectives posts have been released monthly, with a focus on features that may be related to your upcoming deadlines or tips from our team to yours. This quarter, however, we’ve been intentionally quiet. We know how busy you already...
Trends and Tools to Stay Competitive in the PEP Marketplace
In the rapidly shifting PEP landscape, staying ahead means understanding the forces shaping the marketplace — and the tools that help TPAs adapt and thrive. Join us Tuesday, Jan. 6, at 2 p.m. ET for an insightful webinar where we will be joined by Voya to unpack the...
Tips for Editing Project Templates
Hey, you! Yes, you, reading this PROspectives post! Are you prepping for year-end administration season yet? No?! Well, heck, it’s just a few weeks away. You’d better get going! Ooh, I see! You’re telling me you’ve followed all our recommendations so far, and as such,...
Roadmap Webinar
Get a first look at what’s ahead for PensionPro! Join us Tuesday, Dec. 16 at 2 p.m. ET, for a 60-minute webinar where we’ll showcase the upcoming features planned for the next six months. Your feedback inspired many of these enhancements, and we can’t wait to share...
Partner Webinar: 7 Simple Machines
Join us and our integration partner 7 Simple Machines, makers of Dynamis - the data and insights platform for TPAs - for a 60-minute webinar Tuesday, Dec. 2, at 2:00 p.m. ET. You’ll learn how our partnership is developing new features to streamline the census...
Announcing a New Tool to Quickly Generate Annual Notices
Try the new automation to retrieve annual notices from ftwilliam.com! This tool will allow ftwilliam.com document module users within PensionPro to complete the following actions in one step: Retrieve annual notices (safe harbor, automatic enrollment and QDIA) from...
Partner Webinar: SinglepointAI
Join PensionPro and SinglepointAI Wednesday, Nov. 19 at 2 p.m. ET for a 60-minute webinar to learn more about one of our new automated onboarding features — and see it in action. Built in partnership with SinglepointAI, this innovative feature accelerates the handoff...
Year-End Preparation Webinar
Ensure you’re ready for year-end! Join us Tuesday, Nov. 18 at 2 p.m. ET for a 60-minute webinar as we help you prepare for year-end data collection. We’ll spotlight the new features coming to Projects 2.0 that will ensure you’re prepared for year-end processes. ...
You Did It – 10/15 is Behind Us!
Congratulations on making it through the 10/15 deadline! We know how much time and energy it takes to get everything across the finish line, and we want to take a moment to recognize the hard work your teams put in to make it happen. The PensionPro team is grateful to...
Partner Webinar: ASC
Join PensionPro and Actuarial Systems Corporation - ASC Wednesday, Oct. 22 and 2 p.m. ET, for a 30-minute webinar to learn how you can benefit from ASC’s plan document, DC/401(k) recordkeeping and administration, DB valuation, compliance testing and 5500 products.As a...
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