Organize and Automate Administration

PensionPro gives you the tools to manage critical deadlines effectively and efficiently. Move firm tracking to PensionPro where employees can view their plan load and easily identify what is outstanding with the click of a button, while managers have the capability to see the status of plans firm wide. With the ability to organize information by plan name, period end or any milestone in between, tracking errors are a thing of the past.

Tracking fee schedule templates in PensionPro is easy. Users can manage their Fee Schedules on a company-wide scale using our Power Tools. By adding Fee Schedules to a tracked Plan, users can customize the Fee Schedule to the individual Plan. Users can see the current Fee Schedule as well as any historical Fee Schedules stored in PensionPro.

Maintain plan document specifications for any plan stored in PensionPro. The specifications make it easy to customize client communications, enhance customer service and launch projects that may only apply to certain plan types or statuses.

Connected to employee census data, the distribution module provides a streamlined tracking mechanism tied to your workflow with automated status updates for plan sponsors using real-time progress tracking.

Our Event Management feature replaces the spreadsheets that track all of your due dates and monitors what work is left to be completed when a deadline is approaching. What’s due in November? April PYE 5500s, January PYE extended 5500 filings, ADP/ACP for Aug PYE? How many projects are left and who is responsible to complete the work? You don’t have to guess with PensionPro.

Merge Documents is a major time-saving feature that allows documents to be created, stored, uploaded, downloaded and sent directly through PensionPro. It is highly customizable and flexible to serve all correspondence, notices and event creation. When you merge a document through PensionPro you know that the formatting is correct, your data fields are consistent, your letterhead has your company’s logo and you can build distribution lists to any specifications.