PensionPro - Latest Release Details

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PensionPro Release 7/29/2026

 

Fixes in this release:

 

  • ftwilliam.com Integration: 403(b) Document Checklists can now be downloaded to Plan files as expected.
  • Plan Cycles: Resolved an issue that prevented editing Plan Cycles created via Power Tool.
  • PlanSponsorLink: Resolved an issue that caused the application to hang when submitting a Data Collection step.
  • Security: The following changes have been made to the email sent when a PlanSponsorLink account is locked:
    • The email will no longer be sent to inactive System Administrator accounts.
    • System Administrators are now BCC'd instead of CC'd.
    • The email text now references the correct lockout time of 2 hours instead of 5 minutes.

 

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