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  • PensionPro User Group 2022

    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! Join us for networking and best practices with some of the nation’s most successful and brilliant TPAs.

    Conference At-A-Glance

    SUNDAY, SEPTEMBER 11TH

    Registration
    2:30 PM – 6:00 PM
    Starlight Terrace Lobby

    Keynote Session
    3:45 PM – 4:45 PM
    Starlight Terrace

    Welcome Reception
    5:45 PM – 7:00 PM
    Castilian Room

    MONDAY, SEPTEMBER 12TH

    Conference Day 1 (Full-Day)
    The Hotel Hershey
    Castilian Room

    Breakout Sessions
    The Hotel Hershey
    Tea House, Cocoa Inn, Overlook

    Evening Reception
    5:45 PM – 7:00 PM
    Starlight Terrace

    TUESDAY, SEPTEMBER 13TH

    Conference Day 2 (Half-Day)
    The Hotel Hershey
    Castilian Room

    Full Schedule

    Sunday, September 11th

    2:30 PM – 6:00 PM | Registration
    Welcome to Hershey, PA and the 2022 User Group Conference! Stop by the registration table to pick up your conference materials.
    Starlight Terrace Lobby

    3:30 PM – 3:45 PM | Welcome!
    Let’s kick-off with a greeting from the PensionPro team, housekeeping items, agenda review, and a thank you to our sponsors.
    Starlight Terrace 

    3:45 PM – 4:45 PM | The Art of Change: Evolving Trends of the Retirement Industry & TPAs
    Christabelle Cook, Managing Director – Strategic Partnerships, Principal Financial Group
    This presentation focuses on data collected through a 2022 survey of TPA business owners and what trends emerge related to various topics shaping the TPA of the future. We will explore preferences and topics around 3(16) services, workforce management, technology, and more!
    Starlight Terrace

    4:45 PM – 5:00 PM | Sponsor Presentation – Using “Bots” to Automate Workflows and Scale Your TPA
    David Hawash, COO, Stax.ai
    Advances in cloud technology and artificial intelligence lets you streamline manual processes such as filing paperwork. Automating processes that traditionally required human labor means your team can handle 20-50x the number of clients and workflow, while also increasing accuracy by eliminating human error. This presentation goes over how you can use Stax.ai to automate the intake and filing of brokerage statements and record-keeper (plan admin, 5500, etc.) reports.
    Starlight Terrace

    5:45 PM – 7:00 PM | Welcome Reception
    Join us in Castilian for the Welcome Reception.

    Monday, September 12th

    All sessions are located in Castilian unless noted otherwise.

    7:00 AM – 8:00 AM | Breakfast & Networking
    Grab breakfast in the Fountain Lobby, then join us in Castilian for the first session of the day!

    8:00 AM – 9:15 AM | PensionPro Roadmap – A look back and a look forward
    Join us to review our new products releases and future enhancements to PensionPro and PlanSponsorLink and our integration partners.

    9:15 AM – 10:30 AM | PensionPro 2.0: The PensionPro of the Future
    An in-depth conversation about our journey to migrate PensionPro to a fully browser-based experience. We’ll share how your user experience is more flexible than ever and what we can accomplish in the web that we couldn’t bring you in the desktop application.

    10:30 AM – 10:45 AM | Break & Networking
    Enjoy a refreshment and networking with other top TPAs.

    10:45 AM – 12:00 PM | Roundtable #1: The Culture of Change
    A collaborative conversation to share ideas as well as learn from the experience of others.
    Overlook, Tea House, Cocoa Inn, or Castilian

    12:00 PM – 1:00 PM | Lunch & Networking
    Join us in the Fountain Lobby for lunch.

    1:00 PM – 2:15 PM | EPCRS Practices with Ilene Ferenczy
    Ilene Ferenczy, Managing Partner, Ferenczy Benefits Law Center
    You’ve heard countless speeches about methods of correction under EPCRS for various failures. However, when a plan has a disqualifying failure, what is your procedure for evaluating the failure, deciding on the correction, and helping your client carry out the corrective process? This session will discuss some of the practical approaches to dealing with disqualification failures and some of the pitfalls
    **This session will be eligible for 1 CE credit.

    2:15 PM – 3:15 PM | Choose Your Track
    Need a refresher on a few features or need help getting started? You’ll have a chance to select Track 1 or Track 2, depending on your interest and experience level.
    Track 1: Merge Documents, DocuSign Integration, and Event Management
    In this track, learn about powerful tools made to automate your processes and zero in on task movement to help your staff members stay on track.
    Tea House
    Track 2: Tips and Tricks of Project Design and Redesigning Distribution Projects
    Tips for even the most experienced of users or new adopters. Learn of the many enhancements that have been made to this feature to help contacts and plan sponsors see status without contacting staff members.
    Castilian

    3:15 PM – 3:30 PM | Break & Networking
    Enjoy a refreshment and networking with other top TPAs.

    3:30 PM – 4:45 PM | Roundtable #2: User Feedback and Peer Discussion on Upcoming Changes to PlanSponsorLink and Projects
    Join the discussion and share thoughts on current and future development roadmaps.
    Overlook, Tea House, Cocoa Inn, Castilian

    4:45 PM – 5:00 PM | Sponsor Presentation – PlanGen Pro
    Tamara Middleton, ERPA CPC QPA QKA, VP of Pension Operations, RMC Group | PlanGen Pro
    Learn how PlanGen Pro can calculate contributions for existing plans, create new plan designs and compare all options in a single web app. Link and download your plan data through API utilities to update your Sales and Operations tracking, Recordkeeper Onboarding Files, Plan Documents, and Administration Solutions to streamline your processes. Tasks that used to take hours of work can now be completed in a fraction of the time.

    5:45 PM – 7:00 PM | Evening Reception
    We hope you’ll join us on the Starlight Terrace for an evening of good food, drinks, and fun!

    Tuesday, September 13th

    7:00 AM – 8:00 AM | Breakfast & Networking
    Grab breakfast in the Fountain Lobby and join us back in Castilian for Day 2.

    8:00 AM – 9:00 AM | Choose Your Track
    Track 1: Merge Documents, DocuSign Integration, and Event Management
    The conversation continues inside your selected track.
    Learn about powerful tools made to automate your processes and zero in on task movement to help your staff members stay on track.
    Castilian
    Track 2: Tips and Tricks of Project Design and Redesigning Distribution Projects
    Tips for even the most experienced of users or new adopters. Learn of the many enhancements that have been made to this feature to help contacts and plan sponsors see status without contacting staff members.
    Tea House

    9:00 AM – 10:30 AM | Ethics with Ilene Ferenczy
    Ilene Ferenczy, Ferenczy Benefits Law Center
    A chance to get the elusive ethics credit! You will have the opportunity to submit questions prior to this session.
    **This session will be eligible for 1 CE credit.

    10:30 AM – 10:45 AM | Break & Networking
    Enjoy a refreshment and networking with other top TPAs.

    10:45 AM – 12:00 PM | Open Mic: Ask the Experts
    Have a burning question? Nothing (okay… almost nothing) is off limits! Finish your experience with one last chance to talk directly with the PensionPros. Feedback from roundtable groups will be shared!

    12:00 PM | Adjournment

    Thank You to Our Sponsors!