PensionPro - Latest Release Details

PensionPro Release 7/8/2026

Enhancements in this release:

• ftwilliam.com Integration: Safeguards have been implemented to prevent incorrect record linking:
  • Additional indicators (i.e., IDs) will now be shown to distinguish similar entries when linking FTW Contacts and Plans.
  • FTW Customer ID and Plan ID are now displayed on the Client and Plan tabs when linked.
  • The Portal User Linking Power Tool will no longer link a Contact if multiple matching Portal Users are found. These Contacts will need to be linked manually.
• ftwilliam.com Integration: Support has been added for working with FTW divisions.
  • Assign Divisions in ftwilliam.com has been added to FTW Integration preferences. This option enables division use.
  • Divisions at ftwilliam.com has been added as a List Value Type, under the Core > Client\Employer category. These divisions should match those used in FTW.
  • An FTW Division can be chosen when creating a new record via the Add Client and Express Add options.
  • The Client Import and Express Import Power Tools now include the Create Record at ftwilliam.com and Division columns.
  • The Plan Import Power Tool now includes the Create Record at ftwilliam.com column.

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