PensionPro - Latest Release Details

PensionPro Release 4/2/2025

Fixes in this release:

• • Dashboards – Removed columns: Resolved an issue that caused column selections to be cleared and, in some cases, unable to be restored.
  • Data Collection – No alert on change: The Alert icon will now be correctly displayed beside the Employees view in PensionPro when appropriate.
  • Data Deletion – Cannot delete Client: Clients with payroll file can now be deleted as expected.
  • Merge Documents – Cannot show on PSL: Resolved an issue that prevented the Show on PSL option for Merge Document Templates from saving correctly.
  • Merge Documents – Error using formulas: Merge Field values will now be inserted into formulas when creating a Merge Document.
  • PlanSponsorLink – Inconsistent dropdowns: Yes/No dropdown options found in questionnaire steps of Data Collection will now always be arranged alphabetically.
  • PlanSponsorLink – Notification email does not contain the Plan Name: [planName] can now be used as a Merge Field within the General Web Collection Submission Email Body preference.
  • SalesPitch – All Investment Providers converted: Only the selected Investment Providers will be carried over when converting a Proposal to a new Plan.

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

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