PensionPro - Latest Release Details

PensionPro Patch Release 2/21/2024


Fixes in this release:


  • General – Incorrect terminology: In-application references to NAIC have been corrected to NAICS.
  • Data Collection – Cannot import census: Updated an error message that incorrectly listed .csv as a valid file type.
  • Data Collection – Missing Collection Field: Resolved an issue that prevented an employee’s Separation Reason from being included on an exported Data Collection Report.
  • Document Specifications – Failed import: An error message will now be provided during import if multiple Specifications use the same Name.
  • Email Notifications – No email on Task reassignment: Resolved an issue that prevented notifications from being sent in some cases where Tasks were reassigned from Worktrays.
  • Fetch – Missing filter values: The appropriate options now display in the dropdown when using a Distribution Type filter.
  • Fetch – Narrow column widths: Columns in certain exported Fetch reports have been returned to an appropriate size.
  • PlanSponsorLink Preferences – Cannot remove Address Change Recipient Role: The None option has been added to the preference’s Value dropdown.
  • Projects – Hyperlink URLs visible in Review: Task Items containing hyperlinked text will now be formatted properly when viewed on the Review tab.
  • API – Links don’t persist when updating To-Dos: Resolved an issue that caused the ToDoLink entity to be removed when using the PUT /v1/todos/{todosId} endpoint.


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.


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    Josh Wilson

    PensionPro patch release - 2/21/2024