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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!
In Plain English: The PensionPro API
Hey there PensionPros! I’m going to be talking about our API today—no! Wait! Don’t click away! Listen, I get it. I know your eyes gloss over when you see the letters “API”. There’s a reason I put API updates at the tail end of PensionPro’s Release Notes, after all;...
Revolutionizing ProPass: A New Era
In 2020, business as we knew it made a major shift. Our tradition of getting together for in-person events was no longer feasible, and we all turned to Zoom—whether we were ready for it or not. Virtual training quickly took the place of in-person training and...
PensionPro ProPass Webinar
We'd like to invite you to our webinar! Your PensionPro ProPass subscription is getting an overhaul. Join Melissa and Kaylee on Tuesday, May 14th at 2:00 ET as they show off the new training materials that will be available to help transform ProPass users into true...
New Features Bootcamp
We'd like to invite you to our webinar! Missed the release notes? Join Christine on Thursday, April 18th at 2:00 ET as she walks you through the new features and enhancements added to PensionPro in March. We hope to see you there!
Tips from the Team: Distributions
Distributions—necessary work that rarely results in a profit. As a former Distribution Processing Supervisor, this predicament was always in the forefront of my mind. The way I saw it, there were two possible solutions: charge more for distributions or become...
Tips from the Team: Census Reminder Blast Emails
It seems like we just rang in the new year, yet we’re already close to the end of February! This likely means that census data collection for 12/31/23 plan years started weeks ago, and data is rolling in from plan sponsors. What about those who you are still...
How AI Will Change the Retirement Industry, And How It Won’t
Originally published on Planadviser Source: https://www.planadviser.com/ai-will-change-retirement-industry-wont/ One could make the argument that 2023 was the year AI fully entered the public consciousness as a technology that will permanently alter our lives and our...
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