PensionPro - Latest Release Details

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PensionPro Release 8/27/2024

 

Enhancements in this release:

 

  • Marketplace: The PensionPro Marketplace has been moved and can now be found in the Navigation Panel on the left side of the application.

 

Fixes in this release:

 

  • API – "An unhandled exception occurred": Contacts can no longer be added as Employee Plan Roles via the API.
  • Blast Email – Invalid Merge Field: Sample Blast Email Templates for users of the Team tier will no longer contain Merge Fields for Project data.
  • Merge Documents – Leading zeros stripped from numbers: Numbers with leading zeros that are saved as strings will no longer be altered during the merge process.
  • Plans – Cannot save changes to Plan details: A Multiple Employer Plan master can no longer be deactivated until all of its associated Plans are unlinked from it.
  • PlanSponsorLink – Sign My 5500 button does not sign user in: Resolved an issue that directed Plan Sponsors to an ftwilliam.com login screen when using the Sign My 5500 feature.
  • Projects – Incorrect Period Start: Resolved an issue that caused Quarterly Projects to be given the wrong Period Start Date in some situations.
  • Reporting – Column has no data: The IRA Rollover Provider column now correctly populates on the Plan Data Export report.
  • Reporting – Filter has no effect: The Grouping filter will now be properly applied in the Contacts report.
  • Reporting – Report times out: The Contacts Missing Data report now loads correctly.

 

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 release - 8/27/2024