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Events Archive
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The PensionPro User Group is back, and we are so excited to invite our clients and sponsors to our neck of the woods, Chocolatetown, USA!…
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M&A continues to be the cause of the most confusing situations encountered by TPAs. Just when you think you have it licked… another situation arises…
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PensionPro is on the verge of a giant leap! Our newly enhanced PensionPro 2.0 is set to be released this summer! It’s all browser-based. It’s…
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Looking for assistance with making large plan audits smoother for your clients (and therefore, you)? Join Chris Beckett and Todd Hallowell of Pension Assurance LLP…
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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…
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Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. …
Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. …
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…
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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…
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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…
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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…
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Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at…
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Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at…
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By now, everyone should have at least heard that the DOL released soft guidance regarding cybersecurity and expectations for service providers. In the field, the…
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…
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Missing participants have long plagued plan sponsors and Third Party Administrators. The U.S. Department of Labor recently shared some warning signs they look for on…
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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…
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.…
Interested in learning more about PensionPro? Join us for a free software demonstrations to learn about how we handle 5500s and many other of the…
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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…
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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…
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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…
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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…
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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…
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(Open to owners and management only) Your mitigation plans are in place and your employees are prepared, but an incident occurs. Now it’s time to…
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:…
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…
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This two part workshop series will take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best…
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How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.
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…
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Build an Annual Data Collection project template with the help of PensionPro staff. The is a live PROPASS training.
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2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don’t miss TPA expert and…
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2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don’t miss TPA expert and…
(Open to owners and management only) Do you know what your cyber security insurance policy covers? Do you know what penalties are incurred if you…
(Open to owners and management only) You’ve heard it before and it’s never been more relevant: failing to prepare is preparing to fail. Discuss how…
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…
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…
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…
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(Open to owners and management only) Learn best practices for evaluating both internal and external threats to your organization. We will focus on data, personnel,…
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…
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Build a DC Document Restatement project template with the help of PensionPro staff. This is a live PROPASS training.
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(Open to owners and management only) There are countless reasons your employees need to work from home. Learn how to deploy a remote work environment,…
How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.
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…
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(Open to owners and management only) Take a high-level look at how your firm conducts its business through the lens of security. We’ll talk about…
