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Upcoming Events

Utilizing Document Specifications in PensionPro

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

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.…

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…

Events News & Events PensionPro Tools & Best Practices Software Training

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 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

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

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 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 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

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

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