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:

The following services are no longer supported:

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.

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