Events Archive

Management Training: Employee Management in PensionPro

Date:: November 18th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

photo of a classroom with a teacher and students

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…

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Project Building: Tracking Annual Notices

Date:: October 21st, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

photo of a person looking at a gannt chart

Annual Notice tracking is a critical component that falls on your team, and one that can often times linger until the last possible moment. Let…

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Events News & Events Project Management PROPASS Software Training

Working with Multiple Employer Plans and Participating Employers

Date:: September 16th, 2021
Time:: 11:00am ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

photo of a pen and notepad, and a stack of books on a table

Collecting annual data and providing compliance services for MEPs and plans with Participating Employers comes with its own set of challenges. Join us to learn…

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Events News & Events Project Management PROPASS Software Training

Routine System Housekeeping / Cleaning Up Old Projects

Date:: August 19th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

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…

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Events News & Events PROPASS

3(16) Fiduciary Services Explained (part 2)

Date:: August 11th, 2021
Time:: 2:00 ET
Duration:: 90 mins
Cost:: $299
CE Credits:: 2 Credits

Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at…

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Events Management Training News & Events PROPASS Training

3(16) Fiduciary Services Explained (part 1)

Date:: August 10th, 2021
Time:: 2:00 ET
Duration:: 90 mins
Cost:: $299
CE Credits:: 2 Credits

Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at…

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Events Management Training News & Events PROPASS Training

DOL Cybersecurity Guidance

Date:: July 15th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: 1 CE Credit

By now, everyone should have at least heard that the DOL released soft guidance regarding cybersecurity and expectations for service providers. In the field, the…

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Cyber Security Cyber Security Employee Training Events News & Events PROPASS

Tracking Plan Amendments

Date:: June 17th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

photo of a person looking at analytics data on a computer

Making changes to the plan document is one of the many key processes that should be tracked in a project. Join us as we help…

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Events News & Events Project Management PROPASS Software Training

Missing Participants & Distributions with Ilene Ferenczy

Date:: June 2nd, 2021
Time:: 2pm ET
Duration:: 90mins
Location:: Online
Cost:: $199
CE Credits:: 1 Credit

photo of a woman looking at a cellphone screen — Security Awareness Training

Missing participants have long plagued plan sponsors and Third Party Administrators. The U.S. Department of Labor recently shared some warning signs they look for on…

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Events Legislative News & Events Webinars

Fee Schedule Usage in PensionPro

Date:: May 20th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

photo of an alarm clock, coins, and a calendar on a table

Fee Schedules in PensionPro give you access at your fingertips to verify current service offerings, status of service and more at a click. While not…

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Events News & Events PensionPro Tools & Best Practices PROPASS Software Training

Utilizing Document Specifications in PensionPro

Date:: May 4th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

photo of people comparing graphs on tablets

As we are in the midst of another Document Restatement period, there has never been a better time to get your Document Specifications into PensionPro.…

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Events News & Events PensionPro Tools & Best Practices PROPASS Software Training

Software Demonstration

Date:: April 1st, 2021
Time:: 2.00pm ET
Duration:: 60 mins
Location:: online
Cost:: FREE
CE Credits:: NA

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…

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Demonstration Events News & Events

PensionPro Security Best Practices: Security Rights & MFA

Date:: March 18th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

photo of a person using a laptop and a cellphone

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…

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Events News & Events PROPASS

Fetch Advanced User Training

Date:: February 18th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

Ready to take your Fetch skills to the next level? In advanced training, a PensionPro expert will walk you through creating and customizing queries to…

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Events News & Events PROPASS Reporting Tools Software Training

Blast Email & Event Management: Census Follow-Ups & Tracking

Date:: January 21st, 2021
Time:: 2.00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

photo of a woman checking email on a couch

Build and customize census reminder email templates to use throughout the collection process and easily track the number of completed and outstanding plans at a…

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Communication Tools Events News & Events PROPASS Software Training

Annual Data Collection 2-Day Workshop (Day 2)

Date:: December 17th, 2020
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $145
CE Credits:: NA

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…

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Events News & Events PROPASS

Annual Data Collection 2-Day Workshop (Day 1)

Date:: December 16th, 2020
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $145
CE Credits:: NA

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…

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Events News & Events PROPASS

Responding to Incidents (Breach, Service, Systems)

Date:: December 9th, 2020
Time:: 2pm ET
Duration:: 60 mins
Location:: Online
Cost:: $129
CE Credits:: NA

(Open to owners and management only) Your mitigation plans are in place and your employees are prepared, but an incident occurs. Now it’s time to…

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Cyber Security Cyber Security Events Management Training News & Events Training

Effective Onboarding Procedures to Accommodate Growth

Date:: December 8th, 2020
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $175
CE Credits:: NA

Onboarding Employees — On-boarding employees in PensionPro

Is your firm growing? Learn some of the best practice techniques from the industry’s most successful TPA firms and PensionPro system specialists. Prerequisite Training Recommended:…

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Events News & Events PensionPro Tools & Best Practices PROPASS Software Training

Annual Data Collection 2-Day Workshop (Day 2)

Date:: December 3rd, 2020
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $145
CE Credits:: NA

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…

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Events News & Events PROPASS

Annual Data Collection 2-Day Workshop (Day 1)

Date:: December 2nd, 2020
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $145
CE Credits:: NA

This two part workshop series will take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best…

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Events News & Events PROPASS

Security Awareness (Part 2)

Date:: November 19th, 2020
Time:: 2:00pm EDT
Duration:: 60 mins
Location:: Online
Cost:: $70
CE Credits:: NA

How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.

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Cyber Security Cyber Security Employee Training Events News & Events Training

Merge Documents: Create an Annual Plan Summary

Date:: November 12th, 2020
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $175
CE Credits:: NA

Ready to automate that manual summary you create after the administration is complete? Join us as we create an Annual Summary Word merge template. Follow…

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Events Merge Documents News & Events PROPASS Software Training

Building Projects: Annual Data Collection

Date:: October 27th, 2020
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $135
CE Credits:: NA

Build an Annual Data Collection project template with the help of PensionPro staff. The is a live PROPASS training.

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Events News & Events Project Management PROPASS Software Training

The CARES Act Applied (Session 2)

Date:: October 22nd, 2020
Time:: 2:00pm EDT
Duration:: 120 mins
Location:: Online
Cost:: $395/both sessions
CE Credits:: 2 CE Credit

2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don’t miss TPA expert and…

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Events News & Events PROPASS Webinars

The CARES Act Applied (Session 1)

Date:: October 21st, 2020
Time:: 2:00pm EDT
Duration:: 120 mins
Location:: Online
Cost:: $395/both sessions
CE Credits:: 2 CE Credit

2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don’t miss TPA expert and…

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Events PROPASS Webinars

Cyber Security Insurance Policy Review

Date:: October 20th, 2020
Time:: 2:00pm EDT
Duration:: 60 mins
Location:: Online
Cost:: $129
CE Credits:: NA

(Open to owners and management only) Do you know what your cyber security insurance policy covers? Do you know what penalties are incurred if you…

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Cyber Security Cyber Security Events Management Training News & Events Training

Planning for Disaster

Date:: September 23rd, 2020
Time:: 2:00pm
Duration:: 60 mins
Location:: Online
Cost:: $129
CE Credits:: NA

(Open to owners and management only) You’ve heard it before and it’s never been more relevant: failing to prepare is preparing to fail. Discuss how…

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Cyber Security Cyber Security Events Management Training News & Events Training

Score More Sales with SalesPitch

Date:: September 22nd, 2020
Time:: 2:00 EDT
Duration:: 90 mins
Location:: Online
Cost:: $175
CE Credits:: NA

Learn tips and tricks from PensionPro specialists on how to use SalesPitch to make the most of your sales tool, including how to reach out…

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Events News & Events PROPASS SalesPitch Optimization Software Training

Distributions: Effective Tracking & Management

Date:: September 10th, 2020
Time:: 2pm – 3pm EDT
Duration:: 60 mins
Location:: Online
Cost:: $100
CE Credits:: NA

Merging Paper Retirement Documents — Stack of paper documents

Is your Distribution module giving you the metrics and efficiency you seek? Join us for a management level walk-through for optimizing your procedures to deliver…

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Events News & Events PensionPro Tools & Best Practices PROPASS Software Training

Merge Documents: Create a Plan Testing Summary

Date:: August 26th, 2020
Time:: 2:00 EDT
Duration:: 90 mins
Location:: Online
Cost:: $175
CE Credits:: NA

Join us as we create a Plan Testing Summary Word merge template from scratch. Follow along and receive the completed Word merge template as a…

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Events Merge Documents News & Events PROPASS Software Training

Managing Risk

Date:: August 25th, 2020
Time:: 2:00pm EDT
Duration:: 60 mins
Location:: Online
Cost:: $129
CE Credits:: NA

(Open to owners and management only) Learn best practices for evaluating both internal and external threats to your organization. We will focus on data, personnel,…

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Cyber Security Cyber Security Events Management Training News & Events Training

Blast Email: How to Expand Client Outreach & Customer Service

Date:: August 10th, 2020
Time:: 2pm - 3.30pm EDT
Duration:: 90 mins
Location:: Online
Cost:: $135
CE Credits:: NA

Are you looking for better, more consistent ways of reaching your client base? Join us for best practices and email template takeaways to enhance your…

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Communication Tools Events News & Events PROPASS Software Training

Building Projects: DC Document Restatement

Date:: July 21st, 2020
Time:: 2pm - 3.30pm EDT
Duration:: 90 mins
Location:: Online
Cost:: $135
CE Credits:: NA

Build a DC Document Restatement project template with the help of PensionPro staff. This is a live PROPASS training.

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Events News & Events Project Management PROPASS Software Training

Preparing to Work Anywhere

Date:: July 8th, 2020
Time:: 2pm - 3pm EST
Duration:: 60 mins
Location:: Online
Cost:: $129
CE Credits:: NA

photo of woman using tablet device — Working from anywhere

(Open to owners and management only) There are countless reasons your employees need to work from home. Learn how to deploy a remote work environment,…

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Cyber Security Cyber Security Events Management Training News & Events Training

Security Awareness (Part 1)

Date:: June 30th, 2020
Time:: 2pm - 3pm EDT
Duration:: 60 mins
Location:: Online
Cost:: $70
CE Credits:: NA

How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.

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Cyber Security Cyber Security Employee Training Events News & Events Training

Event Management: Create a 5500 Filing Burndown

Date:: June 25th, 2020
Time:: 11am -12pm EDT
Duration:: 60 mins
Location:: Online
Cost:: $100
CE Credits:: NA

Ready to build your own Event Management Dashboard? This training will take you from start to finish to create a 5500 Event to keep track…

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Events News & Events PROPASS Reporting Tools Software Training

Security for Operations

Date:: June 17th, 2020
Time:: 2pm - 3pm EDT
Duration:: 60 mins
Location:: Online
Cost:: $129
CE Credits:: NA

photo of two women working in an office — Cyber Security Operations from PensionPro

(Open to owners and management only) Take a high-level look at how your firm conducts its business through the lens of security. We’ll talk about…

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Cyber Security Cyber Security Events Management Training News & Events Training

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