Software Training

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.

CategoryCourses
Communication Tools3
Management Training4
Merge Documents3
PensionPro Tools & Best Practices7
Project Management8
Reporting Tools3
SalesPitch Optimization1
Total: 7Total: 29

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

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: 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

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

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

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

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