With our new AUTOMATE Compliance Bundle, you can simplify compliance workflows and save time on your most time-consuming compliance tasks. Join us Tuesday, April 21 at 2 p.m. ET to learn more about the features available within this bundle.
Ready to learn the basics? Join us Tuesday, April 28 at 2 p.m. ET for this 60-minute webinar designed for beginners to navigate the essentials of PensionPro. We'll walk through Tasks and Projects, using ToDos and Worktrays and customizing your User Preferences.
Join us Wednesday, April 29, at 2 p.m. ET for an engaging and timely 60-minute discussion as we welcome Jeremy Watts, business development director at Franklin Templeton, for a special presentation on the evolving advisor landscape in the age of artificial...
IN CASE YOU MISSED IT! Trends and Tools to Stay Competitive in the PEP Marketplace In this webinar, we were joined by Voya to discuss how PEPs are reshaping the retirement landscape and how TPAs can turn the latest trends into opportunities. Access the webinar...
We are excited to announce that we will be heading to the Hilton West Palm Beach for our National Partner Conference, May 20-21, 2026! This conference is an exclusive gathering of retirement plan professionals and providers who partner with one of the businesses under...
IN CASE YOU MISSED IT! During this webinar, we were joined by our integration partner, 7 Simple Machines, makers of Dynamis - the data and insights platform for TPAs, to share how we're streamlining the census lifecycle. Your most efficient census season starts...
In Case You Missed It! Access the recordings of our recent Beginner / Intermediate Workshop sessions below. PensionPro 101 Watch the Recording Download the Handout PlanSponsorLink Watch the Recording Download the Handout Distribution Overview Watch the Recording...
In Case You Missed It! During this webinar, we were joined by our integration partner, SinglepointAI, to share the new automated feature developed through our partnership. This feature accelerates the handoff from a won proposal to populated system data, streamlining...
In Case You Missed It! In a recent webinar sponsored by Hartford Funds, Fred Reish, nationally recognized ERISA attorney, broke down the critical regulatory considerations surrounding PEPs. He was joined by Jeff Atwell, SVP of Fiduciary Services at AmericanTCS,...
In Case You Missed It! The recording of our recent webinar is now available to watch on demand. During this 30-minute webinar, PensionPro and ASC shared how you can benefit from ASC’s plan document, DC/401(k) recordkeeping and administration, DB valuation, compliance...