Collect with PensionPro

Heard about PensionPro, the TPA industry’s #1 selling data collection module? Well, it is now available on our Team tier. PensionPro’s Team now offers online data collection, allowing plan sponsors to send and receive their information securely and electronically. The user-friendly feature tracks progress within PensionPro and is customized to your brand, working seamlessly with your existing website.

Census Collection

Customizable Questionnaires