PensionPro - Latest Release Details

PensionPro Release 6/3/2026

New add-on features in this release:

• ftwilliam.com 5558 integration: PensionPro can now create 5558 forms in ftwilliam.com from Plan/Project data, and pull existing 5558s into Project Files.
  • This feature is only available as part of the AUTOMATE Compliance bundle.
  • New options have been added to the More menu on the Project tab for Annual Administration Projects: Add Form 5558 in ftwilliam.com, View Form 5558 on ftwilliam.com.
  • A new option has been added to the More menu above the Project Files grid for Annual Administration Projects: Pull Form 5558 from ftwilliam.com.
  • The ftwilliam.com Form 5558 Power Tool has been added under Power Tools > ftwilliam.com > Form 5558
  • The Project Extension Creation Power Tool now includes an option to add Form 5558 in ftwilliam.com for extended Projects.
  • For more information, refer to the article ftwilliam.com - 5558 Integration.

Other items in this release:

• General: Enhanced grid functionality has been applied to views on the Plan, Projects, and Distribution tabs, Power Tools, and Maintenance.
• List Values: Form 5558 has been added to File Types > Project as a system-required List Value.

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