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Here at PensionPro, security is our top priority. With tools like Multi-Factor Authentication, Authorized Computer Management and Security Role Management, we’re giving you tools to make sure your firm’s system security is protected as well. Join us as we walk through...

Learn about all the components of PensionPro’s project feature. Gain general project template knowledge to apply to creating your own project templates.

Data is only as good as the most recent update, and your PensionPro system is no exception. Join us for a top level session on how to keep your system clean, including clearing out old projects, deactivating old employees and ways to create a process to continue the...

Learn the basics of how to put process around the creation of new Clients and Employees in PensionPro.

New to Merge Documents? Join us for a walk-through of how to make your Word documents populate with data stored in PensionPro with only a few clicks. We’ll give you the basics on how to get started.

New to Event Management? Join us for a walk-through of the configuration setup and creation of Event Management tracking.

The Distribution Module harbors some of the most used workflows in PensionPro. This training will go through the interface and give you a basic understanding of the module.

Looking for a communication tool to reach out to clients and influencers? Learn about Blast Email functionality to enhance your client service.

Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...

The Annual Administration process in PensionPro follows you through most of the year. This training will give you an overview of the entire process prior to launch.

As managers of PensionPro, you have to know who has the ability to which features in the system, at all times. Join us for management training as we provide tools for reporting on and managing system access firm-wide, how to reassign workloads, which roles should have...