Year-End Preparation Workshop

Author: PensionPro

November 12-13, 2025 | Harrisburg, PA

Please note registration closes October 18.

Who Should attend?

 

As 2025 comes to an end and your year-end processes approach, join us as we focus on data collection build-out, updates to preferences, optimizing Blast Email, effective reporting, using new features and more. 

Workshop Topics

Please note the following topics are subject to change based on attendee feedback:
 
  • PensionPro & PSL Preferences
  • Project template updates
  • Overall reporting options
  • Troubleshooting Plan Sponsor PSL issues
  • Plan Cycles & DOL/ftwilliam sync
  • Payroll Integration