PensionPro - Latest Release Details

PensionPro Release 1/17/2025

Fixes in this release:

Our Import API was inaccurately reading dates in CSV files as DD/MM/YYYY instead of MM/DD/YYYY for some, but not all dates. This could potentially affect payroll files that were imported to projects. We suggest that all files be reimported to the projects from either the payroll dashboard, or from the Client Payroll Records to avoid any potential issues that may arise. If you did not import the payroll records into projects yet, further action will not be required. 

PensionPro Release 1/8/2025

Fixes in this release:

• Blast Email – Cannot see email body in editor: Resolved an issue that caused the editor to appear blank despite text being present.
• Blast Email – No results when filtering by Doc Spec tag: The Document Specification tags In-Plan Roth IRA Conversion and ADPACPSafe can now be used in Blast Email filters.
• Data Deletion – "Location was not deleted successfully": The Data Deletion Manager will now indicate when a Location cannot be deleted due to being linked to a Prospect.
• Data Purging – Data export not available for deactivated Plan: The Deactivated Plan Data grid now returns all entries instead of capping at 1,000.
• Data Purging – Plan Roles are removed with purge: Following the purging of an inactive Plan, Employee Plan Roles and Plan Contact Roles will be inaccessible but are retained in the event the Plan is reactivated.
• Merge Documents – Unexpected zeroes in output: Resolved a rare issue relating to formulas that caused unintended characters to be inserted into created PDFs.
• Plans – Cannot save Defined Benefit information: Actuarial Firm is no longer a required field.
• PlanSponsorLink – File uploaded by Contact added to My Active Tasks: When a Plan Contact uploads a file, it will no longer be added to the My Active Tasks tab for other Contacts on the same Plan.
• PlanSponsorLink – Incorrect HTML rendering: HTML used in file descriptions will now be shown properly when using the Grouped display preference.

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.