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Data Purging
Managing sensitive data effectively is essential, and PensionPro’s Data Purging feature is here to help. When a plan is deactivated for all activity, its data is automatically deleted after six months, helping you stay compliant and minimize risks. Let’s walk through...
Take Time to Make Time
Tracking time may seem like an action that is only useful for generating paychecks for hourly employees, but tracking time in PensionPro can help in a variety of ways. Not only does it help evaluate the amount of time spent on certain projects or interacting with...
Meet the Team: Client Services
At PensionPro, our Client Services Team is dedicated to providing exceptional support and ensuring you get the most out of PensionPro. From developing eLearning content and Help Center articles, to troubleshooting technical issues, or guiding you through features,...
Distributions: Tips and Tricks
Feeling a bit intimidated by Distributions? PensionPro provides the tools necessary to easily track and process them! You may already know that a Distribution Project has all the same functionality as any other Project… but did you know that there are extra features...
New Features Webinar
Join us Thursday, December 19 at 2 p.m. ET for a 60-minute webinar where we’ll take a closer look at the latest enhancements and exciting new features designed to elevate your experience as a PensionPro user. We hope to see you there!
Give the Gift of Cybersecurity with MFA and SSO
You work with sensitive data that needs protection. But you also don’t want to be bogged down by inputting passwords all day long. For these reasons, PensionPro offers the options of Multi-Factor Authentication and Single-Sign On Authentication. Cybersecurity is the...
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...
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