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Navigating the Basics of Implementation

This article outlines the sections of the Help Center that will be most helpful in aiding new users to set up PensionPro and convert data during the implementation process. Click the links below to be directed to the article listed underneath each section.

 

Tier Availability: Track, Core, Essential, Premium, Team, Business

Add-On Availability: PlanSponsorLink, SalesPitch

  

Installing PensionPro

Downloading and Installing PensionPro

Downloading and Installing Fetch

Adding Employees and Security Rights

Adding Employees and Security Rights

Creating Preferences

Using Firms and Locations

Maintaining List Values

Creating/Maintaining PensionPro Preferences

Utilizing the Help Menu and Help Center

Overview of Implementation

Getting Access to PensionPro's Help Center

Converting and Adding Data

Using the Express Import Tool

Importing Client and Plan Data

Adding Employees and Security Rights

Importing Employee Plan Roles

Importing Contact Data

Importing Plan Contact Roles

Importing Employer Data

Importing Investment Provider Data

Importing Notes

Creating Projects

Tier Availability: Essential, Premium, Business

Overview of Project Template Development

Creating a Worktray

Adding/Editing List Values - Template Data Types

Launching Projects

Creating Distributions

Tier Availability: Premium, Business

Getting Started with Distributions

Distribution Sample Templates

Using Blast Email

Tier Availability: Team, Core, Essential, Premium, Business

Blast Email Overview

Using Blast Email for Annual Administration Projects

Guide to Using Blast Email

Using PlanSponsorLink

Tier Availability: Team, Core, Essential, Premium, Business

Add-On Availability: PlanSponsorLink

Using and Maintaining Field Descriptions

Using and Maintaining Web Steps

Using and Maintaining Collection Fields

Creating Blast Email for New PlanSponsorLink Users

 

 

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