PensionPro's PROspectives are articles written by PensionPro employees; they differ from the other articles available on the Help Center in that PROspectives offer additional insight on getting the most out of PensionPro's software and provide unique insight into the retirement industry.
Article Listing
- Introducing the PensionPro Plan Notice Integration
- ERISA Fiduciary Navigator eSource
- Introducing the AUTOMATE Compliance Bundle: Available April 1
- What's in Store for 2026
- Tips for Editing Project Templates
- Announcing a New Tool to Quickly Generate Annual Notices
- You Did It - 10/15 is Behind Us!
- Fetch: Tips and Tricks
- Tools for Adding Plans to PensionPro
- ERISApedia
- Set Your Employees Up for Success in PensionPro
- DocuSign
- Payroll Integrations
- Data Purging
- Take Time to Make Time
- Meet the Team: Client Services
- Distribution: Tips & Tricks
- Give the Gift of Cybersecurity with MFA and SSO
- Merge Documents: From Template to Print in Seconds
- Take Back Your Time by Integrating PensionPro with ftwilliam.com
- Take it from a TPA: Event Management
- All Things PlanSponsorLink
- In Plain English: The PensionPro API
- Revolutionizing ProPass: A New Era
- Tips from the Team: Distributions
- Tips from the Team: Census Reminder Blast Emails
- How AI Will Change the Retirement Industry, and How it Won't
- Tips from the Team: Reports for Annual Administration Project
Introducing the PensionPro Plan Notice Integration
Author: Matt Harrison
Date: May 27, 2026
Topic: Integration
Word Count: 235
Abstract: PensionPro's integration with Plan Notice makes sending participant notices easy.
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ERISA Fiduciary Navigator eSource
Author: Pamela J. Greenwood
Date: March 15, 2026
Topic: ERISApedia
Word Count: 374
Abstract: ERISApedia introduces their new eSource.
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Introducing the AUTOMATE Compliance Bundle: Available April 1
Author: Christine Burns
Date: February 10, 2026
Topic: Add-On
Word Count: 235
Abstract: PensionPro introduces their new product.
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What's In Store for 2026?
Author: Melissa Baker
Date: January 7, 2026
Topic: General
Word Count: 433
Abstract: An overview of changes and new features coming to PensionPro in 2026.
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Tips for Editing Project Templates
Author: Josh Wilson
Date: December 11, 2025
Topic: Project Templates
Word Count: 804
Abstract: Updating your Project Templates before launching them is the best way to ensure that your Projects are ready for work.
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Announcing a New Tool to Quickly Generate Participant Notices
Author: Melissa Baker
Date: November 6, 2025
Topic: Integrations
Word Count: 225
Abstract: The ftwilliam.com Participant Notice Power Tool allows PensionPro users to generate and send participant notices.
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You Did It – 10/15 is Behind Us!
Author: PensionPro
Date: October 16, 2025
Topic: Integrations
Word Count: 199
Abstract: PensionPro is here to support your next steps.
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Fetch: Tips and Tricks
Author: Melissa Baker
Date: September 18, 2025
Topic: Fetch
Word Count: 389
Abstract: PensionPro's Fetch is a querying tool that allows users to generate custom reports.
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Tools for Adding Plans to PensionPro
Author: Rachel Eby
Date: August 22, 2025
Topic: General
Word Count: 371
Abstract: PensionPro now makes it even easier to add new Plans and update existing ones.
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ERISApedia
Author: Melissa Baker
Date: July 17, 2025
Topic: Integrations
Word Count: 315
Abstract: ERISApedia offers tools to TPAs to ensure that they are up-to-date in industry knowledge.
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Set Your Employees Up for Success in PensionPro
Author: Kaylee Zimmerman
Date: June 18, 2025
Topic: Employees
Word Count: 695
Abstract: PensionPro is here to help your new Employees learn to navigate the program with ease and efficiency.
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DocuSign
Author: James Drennen, Jr.
Date: May 15, 2025
Topic: Integrations
Word Count: 499
Abstract: The DocuSign integration allows documents to be sent from PensionPro directly to DocuSign for electronic signature.
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Payroll Integrations
Author: Melissa Baker
Date: April 17, 2025
Topic: Integrations
Word Count: 363
Abstract: The Payroll Integration feature can automatically import employee census data into PensionPro from the plan sponsors' payroll company.
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Data Purging
Author: Marissa Redline
Date: March 20, 2025
Topic: Data Purging
Word Count: 592
Abstract: Data Purging is a PensionPro feature that deletes the data from Plans that have been deactivated for six months.
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Take Time to Make Time
Author: Kaylee Zimmerman
Date: February 20, 2025
Topic: General
Word Count: 869
Abstract: PensionPro Time Tracking is not just for paying hourly employees. It's also useful for billing, management, and analysis.
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Meet the Team: Client Services
Author: Kaylee Zimmerman
Date: January 16, 2025
Topic: General
Word Count: 433
Abstract: PensionPro offers a host of resources and services to ensure that users can get the answers they need.
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Distributions: Tips and Tricks
Author: James Drennen Jr. & Rachel Eby
Date: December 19, 2024
Topic: Distributions
Word Count: 275
Abstract: PensionPro Distributions are a dedicated Project type that create unique opportunities to make completing distributions more efficient.
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Give the Gift of Cybersecurity with MFA and SSO
Author: Rachel Eby
Date: November 21, 2024
Topic: Cybersecurity
Word Count: 601
Abstract: Turning on Multi-Factor Authentication (MFA) and Single Sign-On (SSO) can increase the security of your PensionPro account.
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Merge Documents: From Template to Print in Seconds
Author: Marissa Redline
Date: October 17, 2024
Topic: Merge Documents
Word Count: 580
Abstract: Merge Documents can automatically pull Plan, Client, and Contact-specific information out of PensionPro to fill into an email, PDF, or Word Document with a little setup.
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Take Back Your Time by Integrating PensionPro with ftwilliam.com
Author: Melissa Baker
Date: August 15, 2024
Topic: Integration
Word Count: 416
Abstract: PensionPro's integration with ftwilliam.com (Wolters Kluwer) allows the two systems to communicate with one another.
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Take it from a TPA: Event Management
Author: Sharon Morgan
Date: July 18, 2024
Topic: Event Management
Word Count: 340
Abstract: PensionPro's Event Management allows TPAs to track the progress of multiple Projects, across multiple Plans to ensure that deadlines are met.
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All Things PlanSponsorLink
Author: James Drennen Jr.
Date: June 20, 2024
Topic: PlanSponsorLink
Word Count: 432
Abstract: PlanSponsorLink (PSL) is a multi-use PensionPro feature that allows TPAs to communicate with Plan Sponsors, securely exchange files, and more.
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In Plain English: The PensionPro API
Author: Josh Wilson
Date: May 16, 2024
Topic: API
Word Count: 724
Abstract: The PensionPro Applications Programming Interface (API) provides users with an alternate way of accessing and working with the data saved in PensionPro’s databases, frequently with more flexibility.
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Revolutionizing ProPass: A New Era
Author: Kaylee Stover
Date: April 18, 2024
Topic: ProPass
Word Count: 319
Abstract: ProPass is a collection of training modules, ranging from beginner to advanced, that teach PensionPro users how to use the system most effectively.
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Tips from the Team: Distributions
Author: Christine Burns
Date: March 21, 2024
Topic: Distributions
Word Count: 502
Abstract: Distributions are necessary work for TPAs, but can be made more efficient by utilizing PensionPro features, such as PlanSponsorLink and 1099 data export.
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Tips from the Team: Census Reminder Blast Emails
Author: Melissa Baker
Date: February 22, 2024
Topic: Blast Email
Word Count: 682
Abstract: The Census Reminder Blast Email Mailing Type and the Status by Task report can be used to identify how far plan sponsors have gotten in their employee census and quickly remind them of their important task.
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How AI Will Change the Retirement Industry, and How it Won't
Author: Darren Conner
Date: February 21, 2024
Topic: Artificial Intelligence
Word Count: 904
Abstract: Artificial Intelligence (AI) will help TPAs do their jobs more efficiently, not replace them.
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Tips from the Team: Reports for Annual Administration Projects
Author: Josh Wilson
Date: January 24, 2024
Topic: Reporting
Word Count: 490
Abstract: PensionPro has dozens of built-in reports; two of the most useful for Annual Administration are the Plans Missing Projects report and Status By Task report.
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