Stay Connected
PensionPro of the Month: Nicholas Pension Consultants
Warwick Nicholas, CEO “Culture is a popular buzzword these days, but the deeper we go into the idea, the more benefits we see. Keeping up with technology is not just something we have to do; it is part of our...
Life in the Cloud
2020 saw the world’s workforce abruptly sent home from the office. In the Third Party Administrator (TPA) industry, many of these were highly skilled and independent workers; therefore, due to the increased flexibility, reduction in commute times, and more control...
PensionPro of the Month: Osborne & Associates, Inc.
Zachary Osborne, APA, Retirement Plan Specialist “Wow, 2020, where do I start?” exclaims Zach Osborne, Plan Consultant. “If I had to summarize it, I would say we moved from being obsessed with growth and client service to simply gratitude.” This sentiment, from such a...
The #1 habit of growing TPAs is collecting good data
The beginning of the year is a time when the strategies and plans that were established the prior year are put into action. Collecting census data and issuing 1099s for distributions have been the focus of many TPAs up to this point. These tasks require the use of...
Software Demonstration
Interested in learning more about PensionPro? Join us for a free software demonstrations to learn about how we handle 5500s and many other of the key features on April 1st at 2.00pm ET. Register here.
PensionPro Security Best Practices: Security Rights & MFA
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...
Project Building Fundamentals
Learn about all the components of PensionPro’s project feature. Gain general project template knowledge to apply to creating your own project templates.
Routine System Housekeeping/Cleaning Up Old Projects
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...
Onboarding Fundamentals: New Clients & Employee
Learn the basics of how to put process around the creation of new Clients and Employees in PensionPro.
Merge Documents Fundamentals
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.
Event Management Fundamentals
New to Event Management? Join us for a walk-through of the configuration setup and creation of Event Management tracking.
Distribution Fundamentals
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.
Get Started
Watch the video to see what PensionPro can do for your firm. Use the button below to drop us a note.