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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 more...
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 waiting...
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...
Partners Webinar with Plan Notice
We'd like to invite you to our webinar! Join us for our Partners Webinar! Elevate your TPA offerings with Plan Notice, making noticing effortless while keeping it compliant. Our platform specializes in sending trackable notices, locating missing participants, and...
Tips from the Team: Reports for Annual Administration Projects
Hello PensionPros! We know you’re neck-deep in annual administration at the moment and don’t have time to read a blog post today, so we’re going to keep this round of PensionPro tips short and sweet. If you haven’t checked out PensionPro’s built-in reports yet, you...
2024 User Group Conference
SAVE THE DATE for our 2024 User Group Conference! Date: August 11-13, 2024 Location: Chicago, IL If you register 2 or more users from your firm, each attendee will receive an additional $200 off their hotel stay. If you have any questions, please contact...
Roadmap Webinar
We'd like to invite you to our webinar! Join us for our Roadmap Webinar! In this 60-minute webinar, we'll keep you informed of the features we have on our roadmap over the next 6 months. Please join us, December 19th at 2:00 PM ET. The best part of...
New Features Webinar
We'd like to invite you to our New Features webinar! Join us on Thursday, November 30th at 2:00 ET as we learn about PensionPro’s New Features available on our Business tier. In this 60-minute overview, we aim to teach you how to productively use the New Features...
Annual Administration: Year-End Bootcamp
We'd like to invite you to our 60-minute Roadmap Bootcamp! As 2023 comes to a close, now is the time to revisit your Annual Administration Project Templates and application preferences. Join us on Tuesday, November 28th at 2:00 ET, as we provide our suggestions for...
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