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...
In Case You Missed It! A replay of our recent 30-minute webinar is now available to watch on demand. In this webinar, Darren Conner, Chief Operating Officer, and Tim McCutcheon, Business Advisor, discussed how the addition of ERISApedia into PensionPro's offerings...
In Case You Missed It! A replay of our recent webinar in conjunction with Empower is now available to watch on demand. In this webinar, we shared how PEPs are reshaping the retirement landscape, how TPAs are being impacted and the options TPAs have to remain...
Available now: 2025 Roadmap Webinar Our recent webinar is now available on demand. Watch the recording to discover the upcoming enhancements coming to PensionPro.
Our recent webinar is now available on demand. Watch the recording to discover the latest PensionPro software enhancements designed to streamline your workflow and elevate your user experience. Access the webinar slides here, and watch the full webinar using...