PensionPro 2.0 - Release Notes

Update – 12/4/2023


The following enhancement which was initially delayed is now available:


  • PSL Subdomains: Firms may now manage multiple PSL addresses.
    • When in use, PSL Preferences for each subdomain are managed individually under PensionPro > Preferences > PlanSponsorLink Subdomains.
    • A testing subdomain has been provided to preview changes before they are applied to an active subdomain.
    • Additional subdomain addresses may be purchased by submitting a Support request.
    • This feature is exclusive to the Business Bundle tier. For more information, refer to the article PlanSponsorLink Subdomains.


PensionPro 2.0 – Released on 11/30/2023


Enhancements in this release:

  • Power Tools: A new Field Update Power Tool is available for Files. Files that have been uploaded to PensionPro can now be managed in bulk via Power Tools > Field Update > Files.
    • The Data Deletion Manager has been updated to include Files that are Marked for Deletion by the above Power Tool.
  • Interface: Improvements have been made to PensionPro 2.0 to optimize navigation on mobile devices.
  • Plans: To further distinguish and safeguard against changes to a Plan which has been deactivated for all activity, only the General view of a Plan will be accessible after it is deactivated.


Fixes in this release:

  • Annual Data Collection – No employees imported: Added an error message when the census importer cannot identify records to import.
  • Dashboard – Cannot apply multiple sorts: Sorting can now be applied to multiple column groupings at the same time.
  • Distributions – Poor performance: Resolved an issue that resulted in long save times for some Distributions.
  • Document Notifications – Missing text: Resolved an issue that resulted in text being dropped from a Document notification email when an ampersand character was used in the email body.
  • Document Specifications – Sections missing from template: Resolved an issue affecting the visibility of Doc Spec sections and tags on older templates.
  • Events – Tasks Remaining count shows N/A: Resolved an issue that prevented an Event count from being available for Non-Recurring Projects.
  • PlanSponsorLink – Document tab inaccessible: Resolved an issue that caused the Document tab to load indefinitely.
  • Projects – Extendable Non-Recurring Projects: Extensions can now only be created for recurring Annual Administration Projects.
  • Worktrays – Cannot delete Worktray: A Worktray with a completed Task assigned to it can now be deleted without reassigning the Task.


The following features have been removed from PensionPro:

  • Express Import Power Tool
  • DOL Express Import Power Tool


The following services are no longer supported:

  • PensionPro desktop application
  • PensionPro mobile site


If you experience any issues with PensionPro 2.0 following this update, try Clearing the Browser Cache.


For a historical list of updates to PensionPro 2.0, refer to the article PensionPro 2.0 - Cumulative Release Notes.


  • Avatar
    Josh Wilson

    PensionPro 2.0 enhancement release - 11/30/2023