If you missed Merge Documents for Beginners, you can watch the webinar recording on demand. The session covers the basics and benefits of Merge Documents and demonstrates how to create a template that allows you to insert plan-related information into pre-built plan...
In case you missed the live webinar, you can now watch Advanced Strategies for Retirement Plan Advisors: Cash Balance Plans on demand. In this webinar, Jerrod Weiss, regional sales director at American Trust Retirement, and Michael Danoff, vice president and...
In case you missed PensionPro for Beginners, you can watch the webinar recording on demand. We cover how to navigate PensionPro, work with Tasks and Projects, use To-Dos and Worktrays effectively, and customize your User Preferences.
In case you missed the live webinar, you can now watch Breaking Down PEP Audits on demand. In this webinar, Julie Fofana, ARPS, senior compliance manager at FiduciaryxChange, and Chloe Palmer, audit senior manager at Frazier & Deeter Advisory, LLC, outline the...
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...