PensionPro - Latest Release Details

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PensionPro Release 9/10/2026 – PlanSponsorLink Update

 

The appearance of PSL has been redesigned with a new look for improved accessibility and easier setup.

  • These changes are not immediate and must be enabled for each subdomain. Firms can use their testing subdomain to try out the new design and preview changes, then choose when to turn on the new interface for users.
  • All updates are visual; no changes have been made to PSL features or functionality.
  • A one-page quick guide has been created to highlight the most significant changes made to PSL. Firms may share this document with clients if desired.

 

PlanSponsorLink changes:

  • Navigation has moved from a tabbed layout to a collapsible sidebar menu.
  • My Active Tasks has been replaced with an Overview. Active Data Collections and newly-posted Documents are now grouped separately. The Overview page also includes the progress of any shared Projects and Distributions, based on the Statuses set in the Project Workflow.
  • Some grids such as those for Documents and Contacts have been replaced with a card-based layout with simple grouping & sorting options.
  • User PSL preferences no longer apply; grids now have built-in grouping/sorting capability.
  • Users can toggle between Light and Dark modes.
  • The Contact Us option in the user menu has been renamed About.

 

PensionPro changes:

  • New items added to PSL Subdomain Preferences:
    • Enable the New PlanSponsorLink Interface. This must be set to Yes to use the redesigned interface.
    • Allow Users to Opt-Out of the New PlanSponsorLink Interface. If Yes, PSL users will have the option to switch back and forth between the new and legacy interfaces. This is only applicable when the new interface is turned on.
  • New view added to PSL Subdomain Preferences: the Style (New) view allows firms to customize the appearance of the new PlanSponsorLink interface.
    • Style options have been simplified to Primary and Accent colors for both Light and Dark modes.
    • Colors cannot be set directly. This view includes a Style Wizard which can choose suitable colors based on the subdomain's logo image; these can be adjusted if desired. PensionPro will then generate accessible color schemes, which can be previewed in the wizard before they are applied to PSL.
    • The article PlanSponsorLink Branding & Styling has been updated with more information on these changes.
  • Some users may need to sign out of PensionPro and sign back in to see these changes.