Follow

Navigating PensionPro Reports

PensionPro has made changes to various reports locations in order to allow users to access reports faster and more efficiently. The List Reports and Exception Reports sections were moved into Contacts, Clients and Companies, and Plans. Users can find those reports by clicking on the relative data selection in the Reports menu which is found in the Application menu of PensionPro. This article explains the location of the Report in the Reports menu and a brief description of each report.

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

Security Rights Required: Listed on each Section

  Note: Tabs and fields will vary depending on the tier the user is on.

Report Menu

 

 

Report Locations by Section

Contacts

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

  • Contacts: Shows a list of contacts and their general information, along with address and email: Includes contact name, company name, address type, street address, city, state, zip code, email address, contact preference, ok to email, ok to call, receive bulk email, investment advisor, accountant, attorney, auditor, referral source, and trustee.
  • Contacts Linked to Plans: Shows a list of contacts that are assigned to a specific contact plan role for a plan. Can also be used to show multiple contact plan roles: Includes plan name, administrator, contact role, contact name, number, number type, and contact email.
  • Contacts Missing Addresses or Numbers: Shows a list of contacts that missing addresses or phone numbers: Includes contact name, company name, and email address.
  • Contacts Missing Data: Shows a list of contacts that are missing salutation, email address, or contact preference: Includes contact name, salutation, email address, and contact preference.
  • Contacts Missing Web Rights: Shows a list of contacts that are missing website security rights: Includes plan name, contact role name, company name, and email address. This report is not included in the Track tier.
  • Contact Investment Listing: Shows a list of plan investment providers and plan contacts: Includes plan ID, plan name, investment provider, contact role, contact name, and company name.
  • Contact Web Registration Status: Shows a list of contacts and whether they have registered for PSL: Includes contact name, company name, email address, and status of registration. This report is not included in the Track tier.
  • Contact Web Rights by Plan: Shows a list of contacts and their web security rights: Includes plan name/PYE, contact name, contact role, and a column for each website security right. This report is not included in the Track tier.
  • Plan Contacts Missing Addresses or Numbers: Shows a list of contacts that are missing addresses or phone numbers: Includes contacts name, contact category, and contact status.
  • Plan Contacts Missing Data: Shows a list of contacts that are missing salutation, email address, or contact preference: Includes contacts name, salutation, email address, or contact preference.

 

Communications

Tier Availability: Core, Essential, Premium, Business

  • Interaction Details: Shows the details and participants of a particular Interaction: Includes interaction title, details, and participants.
  • Interaction List: Shows a list of Interactions for a set time frame: Includes interaction title, blast email template name, and participants.
  • Plan Contact Latest Interaction List: Shows a list of the latest Interactions for Plan Contacts by Employee Role and Employee Name: Includes interaction title, interaction type, interaction date, plan name, contact role, contact name, contact email address, number type, number employee role, employee name.
  • Secure File Exchange Status: Shows the accessed status of Secure File Exchanges that were sent to recipients: Includes title, document name, sender name, recipient name, date added, accessed date, days posted.

 

Clients and Companies

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

Security Right Required:  Location

  • Client: Shows a list of clients: Includes client ID, client name, client status, client category, entity type, EIN, fiscal year end, payroll provider, NAIC code, and period end.
  • Clients Missing Addresses or Numbers: Shows a list of clients that are missing addresses or phone numbers: Includes client name, client category, and client status.
  • Clients Missing Employer Data: Shows a list of clients missing employer data for a specific period end: Includes client ID, client name, client category, and client status. This report is not included in the Track tier.
  • Clients with Linked Plans: Shows a list of clients and their plans: Includes client ID, company name, client status, location, plan ID, plan name, and plan status.
  • Clients with Linked Plans by Employee Role: Shows a list of clients and their plans by a specific employee plan role: Includes client ID, company name, entity type, client status, location, plan ID, plan name, plan status, employee role, and employee name.
  • Company Addresses: Shows a list of company addresses: Includes company name, company category, company status
  • Company Numbers: Shows a list of company numbers: Includes company name, company category, company status

 

Distributions

Tier Availability: Premium, Business

Add-On Required: Distributions

  • Distribution Detail Report: Shows a list of information found on the Distribution Information tab of a particular Distribution and Distribution Project Task Items| Includes Distribution Project Task Items, Distribution Information tab values.
    • Users must enter either a SSN or Participant Name in the Search String field and click enter to bring back related participants. Participants will appear in the Participant Results filter based on the Search String text.
    • Select "Yes" from the Display Notes filter to display any Notes that were entered in the Distribution Project.
  • Distribution Fees: Shows a list of distributions and the total fees: Includes plan ID, plan name, participant name, SSN, distribution reason, investment provider, completed date, fee, and distribution fee received.
  • Distribution Status by Task: Shows a list of distributions that have been assigned to plans and what tasks have been completed for each distribution: Includes plan ID, plan name, participant name, distribution reason, project name, project manager, and a list of the tasks with their completed dates.
  • Distribution Status by Task Grouping: Shows a list of distributions that have been assigned to plans and what task groupings have been completed for each distribution: Includes plan ID, plan name, participant name, distribution reason, project name, project manager, and a list of the task groupings with their completed dates.
  • 1099 Data Export: Creates an export file of 1099 data for Datair, FT William, or Relius: Includes correct fields required dependent on software vendor chosen.
    • There needs to be a Process Date entered on the Distribution > 1099 tab for the distribution to appear in this report.
    • If multiple Address Types are chosen in the Payers Address Type, the report could duplicate participant distribution records for each applicable Address Type entered on the related Client Details > Address tab.
    • Duplicate records can also appear in the 1099 Data Export if the user has overlapping period ends for Employer Data records for the same 1099 Year chosen in the report. The user should not have overlapping Employer Data records.
    • If EIN is missing in the report, make sure 1099 Payor on the Plan Details > Home tab is set to "Client EIN." If the 1099 Payor field is set to "Plan TIN," the EIN field will appear blank.

 

Document Specifications

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

  • Document Spec Template Types: Shows a list of document spec template types for document providers: Includes provider name, description, updated by, updated on, created by, and created on.
  • Document Spec Tags Listing: Shows a list of document spec tags: Includes section, display name, and description.
  • Document Specs Template Details: Shows a list of template details for specific templates: Includes correct fields dependent on provider and template chosen.
  • Document Specs List by Provider: Shows a list of document specs: Includes plan ID, plan name, provider name, plan type, plan status, document name, and effective date.
  • Multiple Plan Document Spec Details: Shows a list of document specs for multiple plans and document versions: Includes plan ID, plan name, document provider, document type, effective date, and correct fields dependent on plan and document version chosen
  • Single Plan Document Spec Details: Shows a list of document specs for a specific plan and document version: Includes correct fields dependent on plan and document version chosen

 

Fee Schedules

Tier Availability: Team, Premium, Business

  • Fee Schedule Template Detail: Shows the details of a fee schedule template: Includes fee item category, fee item type, fee amount, fee type, fee frequency, payor, and payment source.
  • Multiple Plan Fee Schedule Detail: Shows a list of plans with a specific fee schedule and some of the details of the fee schedule. Can also be used to show multiple fee schedules: Includes plan ID, plan name, plan category, display name of fee schedule template, description, fee item type, fee amount, fee item frequency, payor, and payment source.
  • Plan Fee Schedule Listing: Shows a list of plans and their fee schedules: Includes plan ID, plan name, plan schedule name, description, start date, end date, fee schedule status, whom the fee schedule was created by, and when it was created on.
  • Plan Fee Schedule Detail: Shows the details of a specific fee schedule for a plan: Includes fee item category, fee item type, fee amount, fee frequency, payor, and payment source.

 

Files

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

  • Plan Admin Forms Listing: This report shows a list of the admin forms in PensionPro.: The report includes plan ID, plan name, plan status, document type, effective date, date added, and archived.
    • The Effective Date Filter refers to the Effective Date of the file that was posted.
    • Users can choose to include Active Files, Archived Files or both by using the Archived filter.
  • Plan Document Listing: This reports shows a list of the plan documents in PensionPro.: The report includes plan ID, plan name, plan status, document name, effective date, and date added.
    • The Effective Date Filter refers to the Effective Date of the file that was posted.
  • Plan Documents Not Accessed: This report shows a list of the plan documents that have not been accessed on PlanSponsorLink.: The report includes plan ID, plan name, employee assigned to employee role, document name, accessed date, effective date, date added, and days posted.
    • Users can choose to include Accessed Files, Files Not Accessed or both by using the Accessed Status filter.
  • Plan Fiduciary Document Listing: This report shows a list of plan fiduciary documents In PensionPro: The report includes plan ID, plan name, plan status, document name, effective date, and date added.
    • The Effective Date Filter refers to the Effective Date of the file that was posted.
  • Project Documents Not Accessed: This reports shows a list of the project documents that have not been accessed on PSL.: The report includes plan ID, plan name, employee assigned to employee role, project name, document name, accessed date, date added, and days posted.
    • Users can choose to include Accessed Files, Files Not Accessed or both by using the Accessed Status filter.

 

Mailing and Labels

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

  • All Contacts - 20 Labels Per Page - 1" x 4" - this creates sheets of 1" x 4" mailing labels for all Contacts. It includes Contact Name, Company Name, and Address.
  • All Contacts - 30 Labels Per Page - 1" x 2 5/8" - this creates sheets of 1" x 2 5/8" mailing labels for all Contacts. It includes Contact Name, Company Name, and Address.
  • Plan Contacts - 20 Labels Per Page - 1" x 4" - this creates sheets of 1" x 4" mailing labels for all Contacts associated with a Plan. It includes Contact Name, Company Name, and Address.
  • Plan Contacts - 30 Labels Per Page - 1" x 2 5/8" - this creates sheets of 1" x 2 5/8" mailing labels for all Contacts associated with a Plan. It includes Contact Name, Company Name, and Address.
  • Plan Contacts Criteria - 20 Labels Per Page - 1" x 4" - this creates sheets of 1" x 4" mailing labels for all Contacts associated with a Plan (additional filters). It includes Contact Name, Company Name, and Address.
  • Plan Contacts Criteria - 30 Labels Per Page - 1" x 2 5/8" - this creates sheets of 1" x 2 5/8" mailing labels for all Contacts associated with a Plan (additional filters). It includes Contact Name, Company Name, and Address.
  • Contact Mailing Data - this creates a list of Contacts and their mailing data. It includes Company Name, Salutation, Prefix, First Name, Middle Initial, Last Name, Suffix, Title, Designation, Address Type, Street Address 1, Street Address 2, City, State, and Zip Code.
  • Plan Contact Mailing Data - this creates a list of contact and their mailing data that are associated with Plans. It includes Plan ID, Plan Name, PYE, Company Name, Contact Role, Prefix, First Name, Middle Initial, Last Name, Suffix, Title, Designation, Salutation, Address Type, Street Address 1, Street Address 2, City, State, and Zip Code.
  • Plan Employee Contact Mail Merge Export - this creates an export of Plan Contacts and their mailing data that can be used in a mail merge within Microsoft Word. It includes Client Name, Plan Name, Contact Prefix, Contact Salutation, Contact First Name, Contact Last Name, Contact Suffix, Contact Street Address 1, Contact Street Address 2, Contact City, Contact State, Contact Zip Code, Contact Extension, Contact Email Address, Employee Prefix, Employee Salutation, Employee First Name, Employee Last Name, Employee Suffix, Employee Street Address 1, Employee Street Address 2, Employee City, Employee State, Employee Zip Code, Employee extension, and Employee Email Address.

 

 

Plans

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

Security Right Required:  Location

  • Plans: Shows a list of plans and all fields on the General tab at the plan level: Includes plan ID, plan name, plan end, client servicing level, plan status, terminated on, termination reason, deactivated for all activity, on hold, on hold reason, plan type, combo plan, MEP master, linked MEP, IRS plan ID, valuation frequency, form 5500 type, plan audited, admin type, trust id, QDIA, QDIA fund name, IRA rollover provider, filting cycle, owner(s) only plan, search text, local directory, software plan id, category, group, added on, service effective on, psl enabled, internal plan, distributions enabled, 1099 payor, integration, marked for deletion, actuarial firm, assets frozen, PBGC, participant statement delivery, paryoll contributions to calculate, payroll frequency, remittance type, trading platform, claim processing location, external client ID, in house claim processing, and medicare reporting.
  • Plans by Contact Role/Name: Shows a list of plans that are associated with a specific contact plan role or contact: Can also be used to show multiple contact plan roles or contacts. Includes contact name, contact plan role, company name, plan ID, and plan name.
  • Plans By Employee Role All Fields| Shows a list of plans that are assigned to a specific employee plan role and the employee. Can also be used to show multiple roles assigned to multiple employees| Includes plan ID, plan name, PYE, plan type, admin type, plan status, termination date, plan category, plan group, employee role, and employee name.
  • Plans By Employee Role| Shows a list of plans that are assigned to a specific employee plan role and the employee. Can also be used to show multiple roles assigned to multiple employees| Includes plan ID, plan name, PYE, plan type, admin type, plan status, termination date, plan category, plan group, employee role, and employee name.
  • Plans Missing Contact Roles: Shows a list of plans that are missing specific contact roles: Includes plan ID, plan name, PYE, plan status, and employee name.
  • Plans Missing Document Specs: Shows a list of plans that are missing document specifications| Includes plan ID, plan name, PYE, plan type, plan status, and employee name. This report is not included in the Track tier.
  • Plans Missing Documents: Shows a list of plans that are missing specific documents |Includes plan ID, plan name, PYE, plan type, plan status, and employee name. This report is not included in the Track tier.
  • Plans Missing Employee Roles: Shows a list of plans that are missing employee plan roles|Includes plan ID, plan name, PYE, plan type, and plan status.
  • Plans Missing Fee Schedules: Shows a list of plans that are missing fee schedules |Includes plan ID, plan name, PYE, plan type, combo plan, plan status, and employee name. This report is not included in the Track tier.
  • Plans Missing Forms: Shows a list of plans missing admin forms |Includes plan ID, plan name, PYE, plan type, plan status, and employee name. This report is not included in the Track tier.
  • Plans Missing Investment Providers: Shows a list of plans that are missing investment providers: Includes plan ID, plan name, PYE, plan type, plan status, and employee name.
  • Plans Missing Integration Link: Displays a list of plans that are missing the integration link with ftwilliam.com | Includes plan ID, plan name, plan end, plan type, plan status, employee name. This report is not included in the Track tier.
  • Plans Missing Project Types: Shows a list of plans that are missing a specific project type|Includes plan ID, plan name, PYE, plan type, plan status, and employee name. This report is not included in the Track tier.
  • Plans Missing Projects: Shows a list of plans that are missing specific projects: Includes plan ID, plan name, PYE, plan type, plan status, and employee name. This report is not included in the Track tier.
  • Plan Cycle List: Shows a list of Plans Cycles by Plan Name and period: Includes plan ID, plan name, PYE, General Plan Cycle Information, Participant Counts, Filing Information, Test Results, Actuarial Information, and Financial Information for the Plan Cycle.
  • Plan Investments Missing Data: Shows a list plans that are missing investment data: Includes plan name, investment provider, investment direction, contract/account #, contract start date, contract terminated date, investment model, data collection source, and 1099 responsibility.
  • Plan Investment Details| Shows a list of plan investment information: Includes plan ID, plan name, investment provider, investment direction, contract/account #, contract start date, investment model, data collection source, and 1099 responsibility.
  • Plan Services Provided| Shows a list of services provided for plan: Includes plan name, description of services provided for the plan.
  • Plan Services Provided All Fields| Shows a list of services provided for plan: Includes plan ID, plan name, service name, description of services provided for the plan.
  • Plan Services Provided Grid| Shows a list of services provided for plan: Includes plan name, services provided for the plan, date when service was added to the plan.

 

Projects

Tier Availability: Essential, Premium, Business

  • Dashboard TasksShows a list of dashboard tasks assigned to employees: Includes plan end, plan name, project, project due, task due, active plan ID, project type, location. 
  • Dashboard Tasks by Plan Role: Shows a list of dashboard tasks assigned to employees by Employee Plan Role: Include employee name, task assigned to, task, active, task due date, project, period end, project type, project due, plan id, plan name, plan end, plan name, plan type, location. 
  • Detail ReportDisplays the details of a project including task item values: Includes project name, project template, task completion, project completion, task item values, project fields (if applicable). 
  • Multiple Project StatusCrosstab report that shows the status of multiple projects' completion by project name: Includes plan id, legal plan name - plan end, period end, plan type, employee plan role, project name, completed date, due date, past due status, project missing status. 
  • Project List ValuesCrosstab report that shows the Project Field values for multiple Projects: Includes location, plan ID, legal plan name - plan end, period end, plan type, plan status, plan group, project name, project manager, project field name, project field value. 
  • Project NotesShows a list of all Project Notes by Project name: Includes plan name, project name, note text, date added, created by. 
  • Project Summary ReportShows a list of open Projects displaying high-level information defining the Projects included: Includes plan ID, plan name, project name, project manager, project type, project frequency, project priority, period start, period end, project start, requires web, is extension, is extended. 
  • Project Task Elapsed TimeAllows the user to select two Project Tasks and displays the number of days elapsed between the Tasks for multiple Projects: Includes plan ID, legal plan name - plan end, plan type, project name, project type, project manager, task selection 1, task selection 2, # of days. 
  • Projects Missing Census Data: Shows a list of projects that are missing census data for a specific period. Can be used to select multiple projects: Includes plan ID, plan name, project name, plan type, and employee name.
  • Status by TaskCrosstab report that displays the status of various selected Tasks for multiple Plans: Includes plan ID, legal plan name - plan end, period end, plan type, project name, project type, project manager, employee plan role, employee name, due date, task group name, task name, task completed date, returned status, total projects, percent complete. 
  • Status by Task CompletedCrosstab report that displays the status of various selected Tasks for multiple Plans where the user can determine the completion status of two tasks: Includes plan ID, legal plan name - plan end, period end, plan type, project name, project type, project manager, employee plan role, employee name, due date, task group name, task name, task completed date, returned status, total projects, percent complete.  
  • Status by Task by EmployeeCrosstab report that displays the status of various selected Tasks for multiple Plans by a particular Employee: Includes plan ID, legal plan name - plan end, period end, plan type, project name, project type, project manager, employee plan role, employee name, due date, task group name, task name, task completed date, returned status, total projects. 
  • Status by Task Group by EmployeeCrosstab report that displays the status of various selected Task Groupings for multiple Plans by a particular Employee: Includes plan ID, legal plan name - plan end, period end, plan type, project name, project type, project manager, employee plan role, employee name, due date, task group name, task grouping completed date, total projects. 
  • Status by Task GroupingCrosstab report that displays the status of various selected Task Groupings for multiple Plans: Includes plan ID, legal plan name - plan end, period end, plan type, project name, project type, project manager, employee plan role, employee name, due date, task group name, task grouping completed date, total projects. 
  • Status by Task Grouping CompletedCrosstab report that displays the status of various selected Task Groupings for multiple Plans where the user can determine the completion status of two Task Groups: Includes plan ID, legal plan name - plan end, period end, plan type, project name, project type, project manager, employee plan role, employee name, due date, task group name, task group name, task group completed date, total projects.  
  • Task Assignments ReportCrosstab report that displays a list of projects, showing the employees assigned to various tasks: Includes plan id, legal plan name - plan end, period end, plan type, project name, project type, project manager, task group name, task name, employee assigned name, total number of assignments. 
  • Task Group SummaryShows the completed count and percent overall completed of Task Groups for a particular Project Name: Includes task group order, task group name, # complete, % complete, project count. 
  • Task SummaryShows the count of Tasks completed for a particular Project Name: Includes task order, task name, # complete, project count.
  • Tasks Completed by EmployeeCrosstab report that displays the count of tasks completed by an employee: Includes month - year, task name, number of tasks completed, employee name, tasks completed monthly overall. 
  • Template ReportReport that displays the details of a particular Project template: Includes all details of a project template. 
  • Worktray TasksDisplays all Tasks found currently in a Worktray or selection of Worktrays: Includes worktray name(s), task assigned to name, task, active, task due, project, period end, project type, project due, plan id, plan name, plan type location. 

 

SalesPitch

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

Add-On Availability: SalesPitch

Security Right Required:  Location, Access SalesPitch

  • Prospect List:  This report lists all Prospects entered into SalesPitch.  You can easily filter by the Location and Status of the Prospect.
  • Opportunity List:  This report lists all Opportunities entered into SalesPitch.  You can easily filter by the Location and Status of the Opportunity.
  • Pipeline Report: This report provides details on our open proposals including their status and potential revenue. It is pulling from all three levels of SalesPitch and allows you to select Opportunities based on the Opportunity Status and select for any and all employees with access to SalesPitch with the Assigned To a Proposal is available.  It displays the Prospect Name, Opportunities, Opportunity Status, Service Effective on, Proposal Name, Potential Revenue, Probability %, and Probable Revenue.
  • Business Contact Profile: This report profiles contacts flagged as an investment advisor on the Contact - Sales Tab and reports the open proposal and plans they have with your firm. You can select a Contact Category, Contact Name, and period.
  • Proposal Status:| This report provides information on open proposals. You can filter on Location, Sales Contact Role, Proposal Status, Referral Source, and Assigned To.
  • Proposal Status Graph: This report provides a graphic on the total number of Proposals Won and Lost by Month with a Sum and Grand Total. You can filter on Location, Proposal Reason Won/Lost, Assigned To, and Date Range.
  • Proposal Won\Lost Reason: This report provides a graphic on the Proposal Lost by Reason\Month with a Sum and Grand Total.  You can filter on Location, Proposal Reason Won/Lost, Assigned To, and Date Range.

 

 

To-Dos

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

  • To-Do List: Shows a list of all To-Do's: Includes assigned to, to-do name, description, to-do link, priority, status, percent complete, due on, and completed on.

 

Web Status

Add-On Availability: PlanSponsorLink

  • Client Data Collection Summary: This report shows a summary of a specific plan's data collection project for a specific period: The report includes all steps and answers in the data collection task grouping.
  • Contact Terms of Service: This reports shows PlanSponsorLink users who have accepted the Terms of Service: The report includes the Contact Name, the Company Name, Accepted On, and Effective On.
  • Data Collection Call List: This report shows a list of contacts associated with plans that have not completed data collection yet and their phone number: The report includes project manager name assigned to, plan name, project name, status, period end, contact name, contact phone number, and contact extension.
  • Data Collection Status Summary: This report shows the status of current data collection projects and percentage of each step completed: Includes step number, task name, tasks complete, and percentage complete.
  • General Web Collection Summary: This report shows a summary of a specific plan's general web collection project for a specific period: Includes all steps and answers in the general web collection task grouping.

 

Management

Security Right Required:  Management Reports

Maintenance Report Descriptions:

  • List Values: Shows a list of list values: Includes list type, item name, description, template, and active.
  • Security Roles: Shows a list of security roles: Includes security role and employee name.
  • Time Codes: Shows a list of time codes: Includes code, description, billable, and active.
  • Team Listing: Shows a list of employees in teams: Includes team name, member name, team role, and status.
  • Data Conversion Summary: Shows a list of imported clients, plans, contacts, and/or employees| Includes status, name, and count.
  • Transaction Log: Shows a log of user activity: Includes transaction type, change date, employee name, and change text.
    • This report can be used to see when certain data fields, security rights, and projects were updated.
    • Users can use the Transaction Type filter to view information that was added, edited, or deleted.
    • Users can enter dates in the Start Date and End Date filters to report on a window of when activity was made.
    • The Transaction Log does not display employees who launch a project or reassign project tasks.

Project Report Descriptions:

Tier Availability: Essential, Premium, Business

  • Task Group Summary: Shows a list of task groups and their status: Includes task group number, task group name, number complete, and percentage complete.
  • Task Summary: Shows a list of tasks and their status: Includes task group, task name, and number complete.
  • Multiple Project Status: Shows a list of projects and their status: Includes plan ID, plan name/PYE, period end, plan type, and a list of projects.

Charts and Graphs Report Descriptions:

  • Plan Count Running Totals: Shows a chart of the number of plans added per month and totals.

Data Exports Report Descriptions:

  • Client Data Export: Creates an export of all client data: Includes location name, client ID, client name, client category, client URL, and client status.
  • Client Address Data Export:  Creates an export of all client address data:  Includes client ID, client name, address type, address line 1, address line 2, city, state, zip code, and country.
  • Client Number Data Export: Creates an export of all client number data: Includes client ID, client name, number type, and number.
  • Plan Data Export:  Creates an export of all plan data:  Includes client ID, plan ID, plan category, plan group, software plan ID, plan name, plan type, administration type, trust ID number, IRS plan number, plan year end month, plan year end day, date plan added, effective date of services, plan status, is plan audited, QDIA, QDIA fund name, o hold, web access, combo plan, PBGC, filing cycle, owner(s) only plan, and valuation frequency.
  • Contact Data Export:  Creates an export of all contact data:  Includes prefix, first name, middle initial, last name, suffix, designations, title, salutation, company name, accountant, investment advisor, attorney, auditor, referral source, trustee, email address, receive bulk email, ok to email, ok to call, and contact preference.
  • Contact Address Data Export: Creates an export of contact address data:  Includes first name, middle initial, last name, company name, address type, address line 1, address line 2, city, state, zip code, and country.
  • Contact Number Data Export: Creates an export of contact number data: Includes first name, middle initial, last name, company name, number type, number, and extension.
  • Investment Provider Data Export: Creates an export of investment provider data:  Includes plan ID, plan name, investment provider name, investment direction, contract or account, contract start date, terminated or end date, investment model, data collection source, and 1099 responsibility.
  • Employer Data Export:|  Creates an export of employer data:  Includes client ID, client name, employer identification number, client fiscal year end month, client fiscal year end day, client fiscal year, entity type, NAIC business code, and payroll provider.
  • Plan Census Data Export:  Creates an export of plan census data:  Includes plan ID, first name, last name, SSN, gender, date of birth, date of hire, date of termination, date of rehire, plan year end, job classification, company division, address line 1, address line 2, city, state, zip, active military, union employee, hours worked, W2 compensation, pre tax deferral, Roth deferral, pre-tax 125, employer match, employer contribution, new employee compensation, other contributions, excluded compensation, auto allowance, bonus compensation, commissions, loan repayments, overtime compensation, severance compensation, and plan name. This report is not included in the Track tier.
  • Fee Schedule Data Export: Creates an export of fee schedule data:  Includes plan ID, plan name, start date, end date, schedule status, description, template name, fee item type, fee amount, fee amount type, fee frequency, fee payor, fee payment source, and fee schedule item category. This report is not included in the Track tier.

Metrics Report Descriptions:

  • Plan/Count Status: Shows a list of plan counts and their status: Includes plan type, period beginning, plans terminating, service terminating, plans added, plans terminated, and totals.
  • Plan Counts by Plan Type: Shows a chart of plan counts by plan type: Includes plan type, and counts per month, as well as cumulative data.
  • Monthly Plan Count Invoice Report: Shows a plan count for a specified date range: Includes status, plan name, and count.

FAQ

  • Is there a report that can show which employee launched a project? There currently isn't a project report that displays who launched a project. Furthermore, this information is not displayed in the Transaction Log report.
  • Is there a report that displays the employee that overrode a project task? There currently isn't a project report that displays who overrode a project task. Furthermore, this information is not displayed in the Transaction Log report.
  • I've created custom reports in Fetch. Is there any way that this report can be run through Pension Pro? Instead of having users log into Fetch, could we have Fetch reports added to PensionPro? -  A Fetch Query cannot be added to the Reports Menu in PensionPro. However, please refer to our article Using Fetch to see how users can save Fetch queries publicly so other Fetch users can run the same query.

 

 Feature feedback

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments