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...
In Case You Missed It! Join ERISApedia authors, S. Derrin Watson, Ilene H. Ferenczy, and Alison J. Cohen for a review of the Final Catch-up Contribution Regulations. Although the focus will largely be on the Roth Catch-up Contributions, the Final Regulations also...
PEPs are no longer a novelty — they’re a growing part of the retirement plan landscape, with 86% of the nation's leading recordkeepers reporting moderate to very significant growth of their PEPs in the last three years.* As a leader in the PEP industry supporting more...
In Case You Missed It! The recording of our recent webinar is now available to watch on demand. During this 60-minute webinar, PensionPro and Dynamis shared how our tools are here to help simplify your census processes. We also shared an update on our partnership and...
In Case You Missed It! A replay of our recent webinar with integration partner ftwilliam.com is now available to watch on demand. In this webinar, we hosted ftwilliam.com, and both our teams shared how this integration helps streamline processes and create...
In Case You Missed It! The recording of our recent webinar is now available to watch on demand. During this 30-minute webinar, we reviewed the valuable enhancements we've released over the past few months. Access the recording below to see the new features in...