Stay Connected
PensionPro 101 (Virtual Workshop – Session One)
1:00 - 1:45 p.m. ET | Virtual Beginner / Intermediate Workshop Session One Are you getting started with PensionPro? Join us for this 45-minute webinar, August 14 at 1 p.m. ET, to learn the essentials! Learn how to navigate PensionPro, work with Tasks and Projects, use...
Advanced Workshop
August 20-21, 2025 | Harrisburg, PA Please note registration closed July 18. Workshop Location: 777 East Park Drive, Suite G4 (downstairs), Harrisburg, PA 17111. Hotel Location: Best Western Premier The Central Hotel & Conference Center. August 20: 8:00...
Year-End Preparation Workshop
November 12-13, 2025 | Harrisburg, PA Workshop Location: RCPA Conference Room - Ground Floor777 E Park Drive, Harrisburg, PA 17111 (Located across the street from the Best Western Central Premiere Hotel) Registration is closed. Who Should attend? As 2025 comes to an...
Set Your Employees Up for Success in PensionPro
Are you bringing a new team member on board? It's important to ensure they’re fully equipped to succeed with PensionPro from day one. We’re here to help guide you through a few key steps and best practices to help you implement a smooth and effective onboarding...
2025 Roadmap Webinar
Preview what's coming to PensionPro! Join us Thursday, May 29 at 2 p.m. ET for a 60-minute webinar as we walk you through the features on our roadmap over the next six months. Your feedback inspired many of these enhancements, and we can’t wait to share them with you....
DocuSign
Does your firm utilize electronic signatures? PensionPro is partnered with DocuSign to support this functionality. DocuSign provides support for web-based electronic signing of documents. When the integration between PensionPro and DocuSign is properly established and...
Q2 2025 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! Access
Payroll Integrations
Streamline the census collection process Are you still waiting for plan sponsors to provide census data for 12/31/24? You want to keep working through compliance testing, contribution calculations and Form 5500s, but the plan sponsors are likely tied up running their...
Partner Webinar: Finch
We'd like to invite you to our 60-minute Webinar! Please join us Thursday, April 17 at 2 p.m. ET as we spotlight our partner, Finch, the #1 connectivity platform for payroll systems. In this 60-minute webinar, we’ll dive into how the integration between...
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,...
Get Started
Watch the video to see what PensionPro can do for your firm. Use the button below to drop us a note.