Express Plan Creation

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In PensionPro, the standard order of operations for adding new plans is to first add the Client company, then add the Plan under the Client, followed by adding any plan details as appropriate. However, PensionPro also offers an alternate method: via Express Creation. When using Express Creation, a Client and Plan are added together, along with basic plan information and a selection of files, all at the same time. This can prove a simpler, faster process for plan onboarding. This article covers using Express Creation to add new Clients, Plans, and Files.

 

Tier Availability: Track, Team, Business

Security Rights Required: Add/Edit Client, Add/Edit Plan

 

Note: Some items may not be available in all tiers.

 

Article Contents

 

 

 

Using Express Creation

 

New Plans can be added to PensionPro by utilizing the below steps.

 

Note: During the process of adding records, some input fields populate their dropdown options by pulling in List Values. More information can be found in the article List Values.

 

  1. Navigate to Add Data > Express. The corresponding window displays.

 

Adding or selecting a Client:

 

  1. Expand the Client section.
  2. Enter a Client Name:
    • If the Client record already exists in PensionPro, use this field to search for and select the desired Client.
    • If a new Client needs to be added, select Addadd_2.png on the right side of the field, then enter the full name.
  3. If the Client is new, select a Location and Status.

 

Adding a new Plan:

 

  1. Expand the Plan section.
  2. Enter the Legal Plan Name and select a Plan Type.
  3. Enter the Plan's Effective Date of Service.
  4. Use the Plan Year Month End and Plan Year Day End fields to set the year-end date for the Plan.
  5. Select an Admin Type.
  6. (optional) If the ftwilliam.com integration is enabled, select Create In ftwilliam.com to add a corresponding company and plan in ftwilliam.com upon completion of the Express Creation.
  7. (optional) Select the ftwilliam.com Document Checklist used by the Plan. This will add a blank Document to the Specifications view following creation.
    • This option is only available if the user has been assigned the Add/Edit Plan Doc Specs Security Right.
    • If using this option, a Template will need to be chosen. This dropdown returns all Document Specifications Templates that utilize the selected checklist.
    • A Plan Document Status and Effective Date will be required for the Template.

 

Adding Plan Files (optional):

 

  1. Expand the File section.
  2. Use the File Selection box to select up to 5 files. Once uploaded, each document will display below the File Selection box.
    • If a file was uploaded in error, select Removeremove.png to remove it from the list.
  3. Select Title, Type, and PSL Category for all files as desired.
  4. (optional) Select Show on PSL to make a file available for Plan Contacts via PlanSponsorLink.

 

When finished, select Save (or Save & Open) to create the designated records.