PROspectives
Read stories, updates, and highlights from our staff on changes in the industry, PRO tips on using PensionPro, and other topics relevant to administering retirement plans.
ERISA Fiduciary Navigator eSource
A Tool For Navigating Fiduciary Responsibility in a Rapidly Changing ERISA Landscape ERISApedia, a product of AmericanTCS’s PensionPro, provides the professional compliance resources needed to service and grow your business while ensuring compliance with ERISA, IRS,...
Introducing the AUTOMATE Compliance Bundle: Available April 1
The AUTOMATE product family puts technology to work for you, streamlining workflows and freeing up valuable time so your team can focus on your business. We’re excited to announce the newest addition to this product family, the AUTOMATE Compliance Bundle, will be...
What’s In Store for 2026
For the past two years, our PROspectives posts have been released monthly, with a focus on features that may be related to your upcoming deadlines or tips from our team to yours. This quarter, however, we’ve been intentionally quiet. We know how busy you already...
Tips for Editing Project Templates
Hey, you! Yes, you, reading this PROspectives post! Are you prepping for year-end administration season yet? No?! Well, heck, it’s just a few weeks away. You’d better get going! Ooh, I see! You’re telling me you’ve followed all our recommendations so far, and as such,...
Announcing a New Tool to Quickly Generate Annual Notices
Try the new automation to retrieve annual notices from ftwilliam.com! This tool will allow ftwilliam.com document module users within PensionPro to complete the following actions in one step: Retrieve annual notices (safe harbor, automatic enrollment and QDIA) from...
You Did It – 10/15 is Behind Us!
Congratulations on making it through the 10/15 deadline! We know how much time and energy it takes to get everything across the finish line, and we want to take a moment to recognize the hard work your teams put in to make it happen. The PensionPro team is grateful to...
Fetch: Tips and Tricks
While we have pre-built reports available under the Reporting menu, Fetch is the query tool within PensionPro that allows you to build reporting that is even more specific to your needs. If you have tried using the tool and had questions about building a query, we...
Tools for Adding Plans to PensionPro
So, you’ve just landed that big, new client? Congratulations! Now comes the less exciting part of your job: data entry. But don’t worry, PensionPro offers several options to help you get that new client into the system quickly and painlessly, including two new rapid...
ERISApedia
ERISApedia, welcome to the family! Now that ERISApedia is part of the PensionPro family, we look forward to working together to equip the experts with more tools so they can provide the best service to plan sponsors. With ERISApedia, you can utilize various technical...
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...
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...
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...
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