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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!
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!
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