PROspectives

You work with sensitive data that needs protection. But you also don’t want to be bogged down by inputting passwords all day long. For these reasons, PensionPro offers the options of Multi-Factor Authentication and Single-Sign On Authentication. Cybersecurity is the...

Are you manually entering stored data from PensionPro into a Word document? Did you know that you can use PensionPro’s Merge Document feature to quickly insert that stored data from PensionPro into your document? For example, let’s say you are manually entering Fee...

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...

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...

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...

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,...

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;...

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...

Distributions—necessary work that rarely results in a profit.   As a former Distribution Processing Supervisor, this predicament was always in the forefront of my mind. The way I saw it, there were two possible solutions: charge more for distributions or become...

It seems like we just rang in the new year, yet we’re already close to the end of February! This likely means that census data collection for 12/31/23 plan years started weeks ago, and data is rolling in from plan sponsors.   What about those who you are still...

Originally published on Planadviser Source: https://www.planadviser.com/ai-will-change-retirement-industry-wont/ One could make the argument that 2023 was the year AI fully entered the public consciousness as a technology that will permanently alter our lives and our...

Hello PensionPros! We know you’re neck-deep in annual administration at the moment and don’t have time to read a blog post today, so we’re going to keep this round of PensionPro tips short and sweet. If you haven’t checked out PensionPro’s built-in reports yet, you...