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Proficiency Training

We are committed to helping our clients achieve maximum utilization of their PensionPro system. In order to do so, we have developed a robust calendar of training events. Training offerings cover a range of topics and user proficiency levels, so there is something for everyone in your firm. Free, On-Demand courses are designed for new users to learn basic functionality of PensionPro features and modules. They’re also great for refresher training! Proficient users should opt for our premium courses, where advanced topics, such as best practices and system optimization, are the focus. Please note that the person(s) who complete the registration form will receive a unique link to each training session selected. A given link can be issued to any one person in their firm. This is especially important when registering for the Virtual Training Pro Pass; training links can be apportioned to the employee in the firm who is best-suited to receive the training.

Register for ProPass

Register for ProPass and get access to all 21 courses for a discounted price of $995. PensionPro Business users receive a 25% discount.

Register

Training Category Training Sessions
PensionPro Tools & Best Practices 5
Project Management 5
Reporting Tools 3
Merge Documents 3
SalesPitch Optimization 2
Communication Tools 3
Total Categories: 6 Total Sessions: 21

Category: PensionPro Tools & Best Practices

1. PensionPro Fundamentals

Familiarize yourself with basic PensionPro features and functions, such as Dashboards, Worktrays, Time Tracking, Menu options, and Search.

Available Now! | Access Training

Price: FREE

2. Distribution Fundamentals

The Distribution Module harbors some of the most used workflows in PensionPro. This training will go through the interface and give you a basic understanding of the module.

Available Date: August 31, 2020 | Access Training

Price: FREE

3. Distributions: Effective Tracking & Management

Is your Distribution module giving you the metrics and efficiency you seek? Join us for a management level walk-through for optimizing your procedures to deliver more efficient processing and enhance time management.

Prerequisite Training Recommended: Distribution Fundamentals

Date: September 10, 2020 | 2–3pm EST | 60min | Register Now

Price: $100

4. Onboarding Fundamentals: New Clients & Employees

Learn the basics of how to put process around the creation of new Clients and Employees in PensionPro.

Available Date: September 21, 2020 | Access Training

Price: FREE

5. Effective Onboarding Procedures to Accommodate Growth

Is your firm growing? Learn some of the best practice techniques from the industry's most successful TPA firms and PensionPro system specialists.

Prerequisite Training Recommended: Onboarding Fundamentals: New Clients & Employees

Dates: September 30 & December 8, 2020 | 1–3pm EST | 120min | Register Now

Price: $175 / per workshop

Category: Project Management

6. Project Building Fundamentals

Learn about all the components of PensionPro's project feature. Gain general project template knowledge to apply to creating your own project templates.

Available Date: June 15, 2020 | Access Training

Price: FREE

7. Building Projects: DC Document Restatement

Build a DC Document Restatement project template with the help of PensionPro staff.

Date: July 1, 2020 | 2–3:30pm EST | 90min | Register Now

Price: $135

8. Building Projects: Annual Data Collection

Build an Annual Data Collection project template with the help of PensionPro staff.

Date: October 22, 2020 | 2–3:30pm EST | 90min | Register Now

Price: $135

9. Annual Administration Project Fundamentals

The Annual Administration process in PensionPro follows you through most of the year. This training will give you an overview of the entire process prior to launch.

Available Date: November 16, 2020 | Access Training

Price: FREE

10. 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 best practices, reporting tools, and some preferences of users, including an optimized project template as a takeaway.

Prerequisite Training Recommended: Annual Administration Project Fundamentals

Dates: December 2–3 & 16–17, 2020 | 2–3:30pm EST (each day) | 90min (each day) | Register Now

Price: $135 / per workshop

Category: Reporting Tools

11. Event Management Fundamentals

New to Event Management? Join us for a walk-through of the configuration setup and creation of Event Management tracking.

Available Now! | Access Training

Price: FREE

12. Event Management: Create a 5500 Filing Burndown

Ready to build your own Event Management Dashboard? This training will take you from start to finish to create a 5500 Event to keep track of the status of filings.

Date: June 25, 2020 | 11am–12pm EST | 60min | Register Now

Price: $100

13. Fetch Fundamentals

Are you new to Fetch? If you're ready to start building custom queries to generate reports exclusive to your firm's needs, join us for a walk-through of how to create basic queries.

Available Date: July 27, 2020 | Access Training

Price: FREE

Register for ProPass

Register for ProPass and get access to all 21 courses for a discounted price of $995. PensionPro Business users receive a 25% discount.

Register

Category: Merge Documents

14. Merge Documents Fundamentals

New to Merge Documents? Join us for a walk-through of how to make your Word documents populate with data stored in PensionPro with only a few clicks. We'll give you the basics on how to get started.

Available Date: August 10, 2020 | Access Training

Price: FREE

15. Merge Documents: Create a Plan Testing Summary

Join us as we create a Plan Testing Summary Word merge template from scratch. Follow along and receive the completed Word merge template as a takeaway.

Prerequisite Training Recommended: Merge Documents Fundamentals

Date: August 18, 2020 | 1–3pm EST | 120min | Register Now

Price: $175

16. Merge Documents: Create an Annual Plan Summary

Ready to automate that manual summary you create after the administration is complete? Join us as we create an Annual Summary Word merge template. Follow along and receive the completed Word merge template as a takeaway.

Prerequisite Training Recommended: Merge Documents Fundamentals

Date: November 12, 2020 | 1–3pm EST | 120min | Register Now

Price: $175

Category: SalesPitch Optimization

17. Understanding the SalesPitch Interface

Take a tour of the different screens of SalesPitch to better understand the metrics and data stored in PensionPro's sales tool.

Available Date: August 17, 2020 | Access Training

Price: FREE

18. Score More Sales with SalesPitch

Learn tips and tricks from PensionPro specialists on how to use SalesPitch to make the most of your sales tool, including how to reach out to lost leads.

Prerequisite Training Recommended: Understanding the SalesPitch Interface

Date: August 27, 2020 | 1–3pm EST | 120min | Register Now

Price: $175

Category: Communication Tools

19. Blast Email Fundamentals

Looking for a communication tool to reach out to clients and influencers? Learn about Blast Email functionality to enhance your client service.

Available Date: July 13, 2020 | Access Training

Price: FREE

20. Blast Email: How to Expand Client Outreach & Customer Service

Are you looking for better, more consistent ways of reaching your client base? Join us for best practices and email template takeaways to enhance your customer service outreach.

Prerequisite Training Recommended: Blast Email Fundamentals

Date: July 22, 2020 | 2–3:30pm EST | 90min | Register Now

Price: $135

21. PlanSponsorLink Fundamentals

PlanSponsorLink is more than just a data collection tool. Join us for a walk-through of all the capabilities offered by PensionPro's client portal.

Prerequisite Training Recommended: Blast Email Fundamentals

Available Date: October 19, 2020 | Access Training

Price: FREE

Register for ProPass

Register for ProPass and get access to all 21 courses for a discounted price of $995. PensionPro Business users receive a 25% discount.

Register

If you need help with registration, or have a question about Virtual Training,