Thank you for your interest in the PensionPro Business Bundle! The following sections detail some of the new features that are available to firms upgrading from the Track to Business tier, including workflow tracking, client interaction tools, and additional plan management options.
Table of Contents
Processes and Workflow
Projects: PensionPro can assist in tracking a firm's internal processes for managing Plans. This comes in the form of Projects, which are fully customizable.
- Projects: An Overview
- Project Templates
- Project Fields
- Launching & Managing Projects
- Data Types for Task Items
- Tracking Projects & Distributions
Teams & Worktrays: While Projects can be assigned to individual Employees for completion, in some instances, it makes more sense to allow a team of Employees to manage a Project instead. Teams and Worktrays are the solution to this.
Distributions: A special Project type contains functionality made specifically for managing and tracking Distributions.
Data Collection: Certain Project types include steps to be completed by Clients on PlanSponsorLink. These Web Collection steps enable the Client to provide information and data that is transferred directly into PensionPro.
Events: Project Tasks can be tagged with Events, which are used to visualize and track Task activity for multiple Plans at a time.
Files: To make managing Plan documents easier, Files can be uploaded to and stored within PensionPro.
Fee Schedules: Firms can apply Fee Schedules to Plans and manage them within PensionPro.
Document Specifications: Firms can add a Plan's Document Specifications, which can then be referenced by other areas of PensionPro.
- Document Specifications Templates
- Document Specifications
- ftwilliam.com - Document Specifications Import
Plan Cycles: Plan information that updates annually can be stored in Plan Cycles. Certain Plan Cycle fields can be updated directly from the Department of Labor.
ftwilliam.com: PensionPro can be integrated with ftwilliam.com to synchronize data and make it easy to access specific areas of ftwilliam.com directly from PensionPro.
- ftwilliam.com Integration - Setup & Preferences
- ftwilliam.com - Creating and Linking Records from PensionPro
- ftwilliam.com Navigation Assistance
PlanSponsorLink: PlanSponsorLink is a web-based portal where Clients can submit census information during Annual Administration, access Plan documents, track Distributions, and more. PlanSponsorLink is customizable to align with your firm's branding.
- Navigating PlanSponsorLink
- Annual Data Collection on PlanSponsorLink
- Website Rights for Plan Contacts
Blast Email: Emails can be sent from PensionPro to one or many Plan Contacts. Email content can range from sending attachments, requesting employee census data, or simply sending holiday greetings. Recipients can be selected based on user-defined filters.
- Blast Email
- Resource: Blast Emails for New PSL Users
- Blast Email for Data Collection
- Communication Lists
- Fast Blast
Interactions: A record of any communication to and from a Plan Contact can be saved to PensionPro as an Interaction.
Secure File Exchange: Documents containing sensitive information can be distributed directly to the appropriate Contacts via Secure File Exchange.
DocuSign Integration: Our partnership with DocuSign allows Files uploaded to PensionPro to be quickly sent to DocuSign for E-Signature.
Built-In Reports: Business users gain access to an expanded selection of pre-built reports.
Fetch: When the built-in reports aren't flexible enough to provide the desired information, advanced users can utilize PensionPro Fetch to create custom queries and retrieve nearly-endless combinations of data.
Locations: Firms can be divided into multiple Locations, and Client/Plan data is assigned to one Location. Employees cannot access records for a Location they do not have the appropriate Rights for.
Security Role Management: System administrators can now apply Security Roles to Employees, making it easy to manage what PensionPro functions Employees have access to.
IP Whitelisting: Location-based access to PensionPro 2.0 can be managed by requiring Employees to log in from specific IP addresses.
Time Tracking: Employees can enter time slips to track the time spent working on a Plan or Project, as well as the type of activity that was performed.
To-Dos: Follow-ups and other ad hoc tasks that are not a normal part of the Project workflow can be assigned to and tracked by Employees as To-Dos.
Email Notifications: Notifications can be enabled for a number of events within PensionPro, such as when a Task or To-Do item is assigned to a user's Dashboard. The user will be alerted to these events via email.
Merge Documents: When a form, agreement, or other notice needs to be distributed to multiple Clients, Merge Documents makes it possible to create one template that automatically pulls in Client details, rather than making personalized changes by hand.
API: The Business tier unlocks the PensionPro API, which can be utilized by developers to connect outside applications to PensionPro.