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Life in the Cloud
2020 saw the world’s workforce abruptly sent home from the office. In the Third Party Administrator (TPA) industry, many of these were highly skilled and independent workers; therefore, due to the increased...
PensionPro of the Month: Osborne & Associates, Inc.
Zachary Osborne, APA, Retirement Plan Specialist “Wow, 2020, where do I start?” exclaims Zach Osborne, Plan Consultant. “If I had to summarize it, I would say we moved from being obsessed with growth and client service to simply gratitude.” This sentiment, from such a...
The #1 habit of growing TPAs is collecting good data
The beginning of the year is a time when the strategies and plans that were established the prior year are put into action. Collecting census data and issuing 1099s for distributions have been the focus of many TPAs up to this point. These tasks require the use of...
Software Demonstration
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 key features on April 1st at 2.00pm ET. Register here.
PensionPro Fundamentals
Familiarize yourself with basic PensionPro features and functions, such as Dashboards, Worktrays, Time Tracking, Menu options, and Search.
Annual Data Collection: Project Management Workshop
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 tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
Management Training: Employee Management in PensionPro
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 training as we provide tools for reporting on and managing system access firm-wide, how to reassign workloads, which roles should have...
Project Building: Tracking Annual Notices
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 us show you how to track those easily in PensionPro and give yourself an at a glance view of what's remaining, an easy means...
Working with Multiple Employer Plans and Participating Employers
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 how to use the MEP Master feature effectively and hear tips from a system expert for collecting annual data...
Routine System Housekeeping / Cleaning Up Old Projects
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 how to keep your system clean, including clearing out old projects, deactivating old employees and ways to create a process to continue the...
DOL Cybersecurity Guidance
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 DOL is already asking for the recommended documentation during investigating. This is a further...
Tracking Plan Amendments
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...
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