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. 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
  • Data Fundamentals
  • Building Project Templates
  • Distributions