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 you build an efficient and meaningful project template that will allow you to not only track the change, but also give you metrics on common...
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 all users need access to your billing software, fee schedules give you the information you need at a glance. See how...
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. Join our system experts as we walk you through importing and updating existing data, and show you how to put that...
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 make sure your firm's system security is protected as well. Join us as we walk through...
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 identify and easily pull the data string you are looking for. Learn not only how to pull back data, but how to...
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 glance with the use of event management. With the tools and tips we provide on proper use of the Blast...
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 ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
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 ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
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 customer service outreach. Prerequisite Training Recommended: Blast Email Fundamentals This is a live PROPASS...
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 takeaway. Prerequisite Training Recommended: Merge Documents Fundamentals This is a live PROPASS training
Build a DC Document Restatement project template with the help of PensionPro staff. This is a live PROPASS training.
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 of the status of filings. This is a live PROPASS training.
Find out what PensionPro can do for your firm.