ProPass
Become a Pro
We are committed to helping our clients achieve optimum utilization of PensionPro and becoming more efficient TPAs. To that end, we offer PROPASS, a learning management system with a robust selection of interactive training courses.
PROPASS
These sessions cover a range of topics and user proficiency levels, providing something of interest for both new users and those looking to advance their PensionPro expertise.
Some of our courses include:
New User Orientation
Tasks & Projects
Managing Projects
Building Project Templates
Annual Administration Projects
Data Fundamentals
Distributions
Blast Email
Merge Documents
Plan Cycles
Activate PROPASS and enable access to the PensionPro Learning Management System.
Get Started
Find out what PensionPro can do for your firm.