PensionPro - Latest Release Details

Follow

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.

 

 

PlanSponsorLink Release 9/10/2026 – PSL Refresh

 

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.