PensionPro - Latest Release Details

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NOTICE: v1 of PensionPro's API will no longer be supported beginning August 31, 2027.

 

PensionPro Release 10/21/2026 – Patch Update

 

This update fixes some known bugs and other issues.

 

  • AUTOMATE Compliance: Resolved an issue that prevented the Summary Plan Description and Plan Highlights from downloading using FTW Document Pull.
  • ftwilliam.com Integration: Resolved an issue that prevented the 5558 Filed Date field on the Plan Cycle tab from populating after the form was printed in FTW.
  • Notes: Added a missing error message related to archiving Plan Notes.

 

 

PensionPro Release 10/7/2026 – Miscellaneous Update

 

This update includes an assortment of improvements and fixes in Blast Email, Power Tools, Payroll Management, and more.

 

  • General: Resolved some issues on grids related to filtering.
  • AUTOMATE Compliance: Additional data validation and error handling has been added to the Form 5558 Power Tool.
  • Blast Email: The Recipients grid on Step 5 now detects when a Contact is listed multiple times and displays an appropriate warning.
  • Blast Email / Power Tools: When the same "is not equal to" filter is used multiple times, PensionPro now groups these requests together to exclude all relevant records instead of disregarding the filters.
  • Payroll Management: The Authorization Request for Dynamis payroll integration can now be sent (or re-sent) regardless of Client Status unless the integration is already active.
  • Payroll Management: When sending the Authorization Request for Dynamis, a test email can now be sent as a preview.
  • API: The ConvertedFrom property is now available for the Plan model in the API.

 

 

PensionPro Release 9/30/2026 – Patch Update

 

This update fixes some known bugs and other issues.

 

PensionPro changes:

  • A new item has been added to PlanSponsorLink Preferences: Payroll Authorization Form. This setting allows the firm to customize the message shown to users accepting the Dynamis authorization request.
  • Fee Schedule Amounts saved as the Money type will now be displayed in the correct format.
  • Resolved an issue that caused Contact email addresses not to populate when adding an Interaction if there was a difference in letter casing.
  • The Contacts Power Tool can no longer be used to update deprecated fields (such as Attorney and Auditor).
  • Fixed an erroneous "The Project May Already Exist" message seen when creating the next iteration of a recurring Project.
  • Resolved an issue in Account Maintenance that prevented the SalesPitch add-on from being added.

 

PlanSponsorLink changes:

  • Fixed an issue that caused Contact Us information to be cut off if the help message at the top of the page was too long.
  • Fixed a rare issue that could cause downloaded files to become corrupted and unviewable.
  • Improved response times when loading pages.

 

API changes:

  • Resolved an issue that prevented linking additional To-Dos to a record that already had a To-Do linked.
  • Improved an error message when attempting to delete a Client to indicate when the record cannot be deleted due to the presence of Employer Data entries.
  • The Accessed On date is now available for Administrative Plan Files.
  • Improved error messages encountered when uploading/downloading files.
  • (v2) /webCategory endpoints are now available for working with PSL file categories.

 

 

PensionPro Release 9/23/2026 – Plan Contact Role Grid Update

 

This update helps users distinguish similarly-named Contacts when reviewing Plan Contact Roles.

 

Plans: The following columns have been added to the grid on the Plan Contact Roles view: Prefix, Middle Initial, Suffix, Title, Email.

 

 

PensionPro Release 9/16/2026 – FTW Express Import & Misc Enhancements

 

This update restores a removed Power Tool and enhances Plans and Secure File Exchange.

 

ftwilliam.com Express Import: PensionPro has brought back the ftwilliam.com Express Import Power Tool to help firms get up and running quickly using FTW data.

  • This tool creates Clients, Plans, and Contacts using an active ftwilliam.com integration.
  • ftwilliam.com Express Import has been added as a menu item under Power Tools > Import > PensionPro Setup.
  • For more information, refer to the article Data Import - ftwilliam.com Express Import.

 

Other enhancements:

  • The Recordkeeper Platform field has been added to the Plan tab > General view, as well as Plan update/import Power Tools and Fetch.
    • This field is only applicable to certain Recordkeeper Name values, and will be hidden otherwise. The list of available platforms is set by PensionPro.
  • A new item has been added to PSL Preferences: Limit Employee Selection by Employee Plan Roles. When enabled, Contacts will only see Employees listed as recipients for Secure File Exchange if they hold an Employee Role on any of the Contact's Plans.
  • The number of attachments that can be sent in a single Secure File Exchange has increased from 5 to 20.