In Case You Missed It: AUTOMATE Compliance Bundle In this webinar, we covered the features of the AUTOMATE Compliance Bundle, which are designed to simplify your compliance workflows and save you time. Webinar RecordingWebinar Handouts
In Case You Missed It: Beginner Webinar In case you missed the live PensionPro for Beginners webinar, you can watch the recording on demand to learn how to navigate PensionPro, work with Tasks and Projects, use ToDos and Worktrays effectively, and customize your User...
Watch On Demand In case you missed the live webinar, you can now watch "Charting the Future with AI: The Advisor Landscape" on demand. In this timely webinar, Jeremy Watts, business development director at Franklin Templeton, explores how AI is reshaping the...
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...
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...