Events Archive

PensionPro Roadmap Bootcamp

Date:: June 8th, 2023
Time:: 2:00 ET
Duration:: 60 mins

We’d like to invite you to our 60-minute Roadmap Bootcamp! Please join us on Thursday, June 8th at 2:00 PM ET. Our goal for this Bootcamp…

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PensionPro 2.0: What You’ve Been Missing

Date:: May 25th, 2023
Time:: 2:00 ET
Duration:: 60 mins

Still using the desktop application and not ready to move to PensionPro 2.0? Join us on May 25th at 2:00 ET to see what enhancements…

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Events News & Events Training

PensionPro & Stax.ai Follow-up

Date:: May 16th, 2023
Time:: 2:00 ET
Duration:: 60 mins

David Hawash, Chief Operating Officer at Stax.ai, Inc. joined us in April for a partner update. Now he’s back to answer more of your questions! …

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Events News & Events Training

National Partner Conference 2023

Date:: May 10th, 2023
Duration:: until May 12, 2023
Location:: Gaylord Texan Resort & Convention Center Dallas, TX

Wednesday, May 10th – Friday, May 12thGaylord Texan Resort & Convention Center We’re headed to Dallas! The National Partner Conference will be co-hosted ny AmericanTCS and NewEdge Capital…

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Events News & Events

New Features Bootcamp

Date:: May 4th, 2023
Time:: 2:00 ET
Duration:: 30 mins

We’d like to invite you to our New Features Bootcamp! In this 30-minute Bootcamp, you’ll learn about the following new features: Fast Blast Email Forwarding…

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Events News & Events Webinars

PensionPro Partner Update

Date:: April 20th, 2023
Time:: 2:00 ET
Duration:: 60 mins

Join us to hear about how our partners can help evolve the way you work. We look forward to having David Hawash of Stax.ai, Inc.…

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Events News & Events Training

December Open Demo

Date:: December 8th, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

Evolve the way you work. Here’s your chance to learn more about PensionPro! Please join us for a free open demo on December 8, 2022.

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Events News & Events Webinars

New Features Bootcamp

Date:: December 1st, 2022
Time:: 3:00 ET
Duration:: 60 mins

As we celebrate the holiday season and look ahead to 2023, we are excited to share recent enhancements to PlanSponsorLink that could help make your…

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Events News & Events Webinars

November Open Demo

Date:: November 3rd, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

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Evolve the way you work. Here’s your chance to learn more about PensionPro! Please join us for a free open demo on November 3, 2022.

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Events News & Events Webinars

September Open Demo

Date:: September 15th, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

Evolve the way you work. Here’s your chance to learn more about PensionPro! Please join us for a free open demo on September 15, 2022.

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Events News & Events Webinars

PensionPro User Group 2022

Date:: September 11th, 2022
Duration:: until September 13, 2022
Location:: The Hotel Hershey Hershey, PA
Cost:: This event is $795 to register, discount offered with ProPass.

Hershey, Pennsylvania- May 30, 2022: The Hotel Hershey is a luxury resort and is the official hotel of Herseypark,

The PensionPro User Group is back, and we are so excited to invite our clients and sponsors to our neck of the woods, Chocolatetown, USA!…

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Events News & Events

August Open Demo

Date:: August 18th, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

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Evolve the way you work. Here’s your chance to learn more about PensionPro! Please join us for a free open demo on August 18, 2022.

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Events News & Events Webinars

July Open Demo

Date:: July 21st, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

PensionPro Demo Business Man — Young businessman typing in office

Evolve the way you work. Here’s your chance to learn more about PensionPro! Please join us for a free open demo on July 21, 2022.

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Events News & Events Webinars

Benefit Issues in Company M&A

Date:: June 23rd, 2022
Time:: 2pm ET
Duration:: 90mins
Cost:: $299
CE Credits:: 1 Credit

M&A continues to be the cause of the most confusing situations encountered by TPAs. Just when you think you have it licked… another situation arises…

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Events Management Training News & Events PROPASS Training Webinars

June Open Demo

Date:: June 16th, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

Now is your chance to learn more about PensionPro! Please join us for a free open demo on June 16, 2022.

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Events News & Events Webinars

PensionPro 2.0 Open Demo

Date:: June 1st, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

PensionPro PlanSponsorLink — Cropped portrait of beautiful businesswoman using laptop while working at desk in office, focus on female hands typing on keyboard, copy space

PensionPro is on the verge of a giant leap! Our newly enhanced PensionPro 2.0 is set to be released this summer! It’s all browser-based. It’s…

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Events News & Events Webinars

May Open Demo

Date:: May 24th, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

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Interested in learning more about PensionPro? Now’s your chance! Please join us for a free open demo on May 24, 2022.

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Events News & Events Webinars

TPAs & Large Plan Audits

Date:: April 21st, 2022
Time:: 2pm ET
Duration:: 90mins
Cost:: $299
CE Credits:: 1 Credit

Looking for assistance with making large plan audits smoother for your clients (and therefore, you)? Join Chris Beckett and Todd Hallowell of Pension Assurance LLP…

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Events Management Training News & Events PROPASS Training Webinars

March Open Demo

Date:: March 17th, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

Evolve the way you work. If you’re interested in learning more about PensionPro, now’s your chance! Please join us for a free open demo on…

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Events News & Events Webinars

February Open Demo

Date:: February 17th, 2022
Time:: 2pm ET
Duration:: 60mins
Cost:: Free!

Interested in learning more about PensionPro? Now’s your chance! Please join us for a free open demo on February 17, 2022.

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Events News & Events Webinars

Annual Data Collection: Project Management Workshop

Date:: December 16th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $299
CE Credits:: NA

illustration of people working in an office environment

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

Ethics in Action with Ilene Ferenczy

Date:: December 15th, 2021
Time:: 2pm ET
Duration:: 120mins
Cost:: $299
CE Credits:: 2 Credits

Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. …

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Ethics in Action with Ilene Ferenczy

Date:: December 14th, 2021
Time:: 2pm ET
Duration:: 120mins
Cost:: $299
CE Credits:: 2 Credits

Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. …

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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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Events News & Events PROPASS

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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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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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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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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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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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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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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