Demonstration

Upcoming Events

Fee Schedule Usage in PensionPro

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

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…

Tracking Plan Amendments

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

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…

Events News & Events Project Management PROPASS Software Training

Employee Security Training

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

Security training is key to any company, and often times is a requirement for cyber security insurance to be considered in good standing. Join us…

Events News & Events PROPASS

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…

Events News & Events PROPASS

Working with Multiple Employer Plans and Participating Employers

Date:: September 16th, 2021
Time:: 2:00pm ET
Duration:: 90 mins
Location:: Online
Cost:: $199
CE Credits:: NA

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…

Events News & Events Project Management PROPASS Software Training

Project Building: Tracking Annual Notices

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

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…

Events News & Events Project Management PROPASS Software Training

Management Training: Employee Management in PensionPro

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

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…

Events News & Events PROPASS

Annual Data Collection: Project Management Workshop

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

Events News & Events PROPASS

View Events Archive

Get Started Today!

Find out what PensionPro can do for your firm.

Contact

Join Our Mailing List

Get the latest software updates, training announcements, event details, and more.

Notice

PensionPro.com uses cookies to provide the best possible experience. By using this website, you agree to our use of cookies. For more information please review our Privacy Policy.