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 Team to Business tier, including workflow tracking and additional security functionality.
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: Annual Data Collection has moved from Plan Cycles to Projects, allowing a firm's Annual Administration process to begin as soon as Data Collection is complete. Additional forms of Data Collection not specific to Annual Administration are also available.
Events: Project Tasks can be tagged with Events, which are used to visualize and track Task activity for multiple Plans at a time.
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
Fast Blast: Blast Email Templates can now be sent to a Plan's Contact Roles directly from the Plan or Project tab—all in just a few quick clicks.
Secure File Exchange: Documents containing sensitive information can be distributed directly to the appropriate Contacts via Secure File Exchange.
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.
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.