Become a Pro
We are committed to helping our clients achieve optimum utilization of PensionPro and becoming more efficient TPAs. We have developed a robust catalog of interactive training sessions. These training sessions cover a range of topics and user proficiency levels so there is something for each member of your firm. Free On-Demand sessions are designed for new users to learn the basic functionality of PensionPro features and modules. Proficient users should opt for our PROPASS sessions, where advanced topics, troubleshooting, best practices and system optimization will be the focus.
For $100/month, activate the PROPASS and enable every member of your company to access and attend as many training sessions as they need.
| Category | Courses |
|---|---|
| Communication Tools | 3 |
| Management Training | 4 |
| Merge Documents | 3 |
| PensionPro Tools & Best Practices | 7 |
| Project Management | 8 |
| Reporting Tools | 3 |
| SalesPitch Optimization | 1 |
| Total: 7 | Total: 29 |
Communication Tools
Communication Tools
Blast Email & Event Management: Census Follow-Ups & Tracking
Build and customize census reminder email templates to use throughout the collection process and easily track the number of completed and outstanding plans at a…
Duration: 90 mins
Cost: $199
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…
Duration: 90 mins
Cost: $135
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.
Management Training
Management Training
Employee Management in PensionPro
As managers of PensionPro, you have to know who has the ability to which features in the system, at all times. Join us for management…
Date: November 18th, 2021 | 2pm ET
Duration: 90 mins
Cost: $199
Routine System Housekeeping/Cleaning Up Old Projects
Data is only as good as the most recent update, and your PensionPro system is no exception. Join us for a top level session on…
Date: August 19th, 2021 | 2pm ET
Duration: 90 mins
Cost: $199
Employee Security Training
Security training is key to any company, and often times is a requirement for cyber security insurance to be considered in good standing. Join us…
Date: July 15th, 2021 | 2pm ET
Duration: 90 mins
Cost: $199
PensionPro Security Best Practices: Security Rights & MFA
Here at PensionPro, security is our top priority. With tools like Multi-Factor Authentication, Authorized Computer Management and Security Role Management, we’re giving you tools to…
Date: March 18th, 2021 | 2pm ET
Duration: 90 mins
Cost: $199
Merge Documents
Merge Documents
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…
Duration: 90 mins
Cost: $175
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…
Duration: 90 mins
Cost: $175
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…
PensionPro Tools & Best Practices
PensionPro Tools & Best Practices
Fee Schedule Usage in PensionPro
Fee Schedules in PensionPro give you access at your fingertips to verify current service offerings, status of service and more at a click. While not…
Date: May 20th, 2021 | 2:00pm ET
Duration: 90 mins
Cost: $199
Utilizing Document Specifications in PensionPro
As we are in the midst of another Document Restatement period, there has never been a better time to get your Document Specifications into PensionPro.…
Date: April 15th, 2021 | 2:00pm ET
Duration: 90 mins
Cost: $199
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:…
Duration: 90 mins
Cost: $175
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…
Duration: 60 mins
Cost: $100
Onboarding Fundamentals: New Clients & Employee
Learn the basics of how to put process around the creation of new Clients and Employees in PensionPro.
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…
PensionPro Fundamentals
Familiarize yourself with basic PensionPro features and functions, such as Dashboards, Worktrays, Time Tracking, Menu options, and Search.
Project Management
Project Management
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 optimal project structure, best practices, review steps, reporting…
Date: December 16th, 2021 | 2:00pm ET
Duration: 90 mins
Cost: $299
Project Building: Tracking Annual Notices
Annual Notice tracking is a critical component that falls on your team, and one that can often times linger until the last possible moment. Let…
Date: October 21st, 2021 | 2:00pm ET
Duration: 90 mins
Cost: $199
Working with Multiple Employer Plans and Participating Employers
Collecting annual data and providing compliance services for MEPs and plans with Participating Employers comes with its own set of challenges. Join us to learn…
Date: September 16th, 2021 | 2:00pm ET
Duration: 90 mins
Cost: $199
Tracking Plan Amendments
Making changes to the plan document is one of the many key processes that should be tracked in a project. Join us as we help…
Date: June 17th, 2021 | 2:00pm ET
Duration: 90 mins
Cost: $199
Building Projects: Annual Data Collection
Build an Annual Data Collection project template with the help of PensionPro staff. The is a live PROPASS training.
Duration: 90 mins
Cost: $135
Building Projects: DC Document Restatement
Build a DC Document Restatement project template with the help of PensionPro staff. This is a live PROPASS training.
Duration: 90 mins
Cost: $135
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.
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…
Reporting Tools
Reporting Tools
Fetch Advanced User Training
Ready to take your Fetch skills to the next level? In advanced training, a PensionPro expert will walk you through creating and customizing queries to…
Duration: 90 mins
Cost: $199
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…
Duration: 60 mins
Cost: $100
Event Management Fundamentals
New to Event Management? Join us for a walk-through of the configuration setup and creation of Event Management tracking.
SalesPitch Optimization
SalesPitch Optimization
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…
Duration: 90 mins
Cost: $175
