PensionPro - Latest Release Details

Follow

PensionPro Release 6/23/2026

 

Enhancements in this release:

 

  • Blast Email: Blast Email can now apply a filter that limits potential recipients based on a list of Plans imported from a spreadsheet.
    • The spreadsheet should include a Plan Name column and/or a Plan ID column (TPA Plan ID is also OK).
    • To use, add either the Plan Name or Plan ID filter to the Blast Email and set the operator to Contained in file. A file selection box will be provided to select the spreadsheet file.

 

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

Comments

  • Avatar
    Josh Wilson

    PensionPro release - 6/23/2026