All of PensionPro's features can be found within the navigation menu, easily accessible from anywhere within the application. Adding data, viewing Dashboards, running Power Tools and generating Reports all starts here. This article outlines using the navigation menu and lists the items within.
Tier Availability: Track, Team, Business
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Using the Navigation Menu
On desktop devices, the navigation menu is located on the left-hand side of PensionPro; use the icons to access application features as needed. The Expand/Collapse option at the top of the menu shows or hides the category names.
On mobile devices and smaller screen resolutions, navigation can be displayed using the menu icon at the top-right corner of the page.
Navigation Categories
The following sections describe each category and highlight the features and options contained in each.
Add Data
The Add Data category is a one-stop shop for adding new records and other data to PensionPro. A user can quickly add the following items:
- Clients – Companies or entities owning the plans that are administered by the TPA firm.
- Contacts – Contact information for individuals known to the TPA firm.
- Distributions – Projects customized for processing distributions.
- Employees – User accounts for administrators and other roles.
- Express – An all-in-one option for adding a Client and Plan.
- Interactions – Records of client outreach and communication.
- Opportunities – Companies who have expressed interest in the firm's services.
- Plans – The retirement plans administered by the firm.
- Projects – Workflows to manage the processes used in plan administration.
- Proposals – Plan prototypes to sell to a potential client.
- Prospects – Potential sales leads in Contact or Company form.
- To-Dos – One-off tasks outside standard workflow.
Communications
The Communications category houses the following features:
- Blast Email – Send customized emails to many Contacts in just a few steps.
- Bulletins – Post files to PlanSponsorLink for all users to access.
- Communication Lists – Create lists of Contacts for mass mailings.
- Merge Documents – Construct a Word template that can be quickly populated with PensionPro data.
- Secure File Exchange – Send files to Plan Sponsors through secure channels.
Dashboards
The Dashboards available in this category provide users with high-level overviews of PensionPro data. These Dashboards are described in detail in the article Dashboard Basics.
Maintenance
Requires Security Rights: Maintenance
The Maintenance category contains a number of settings for managing PensionPro data and customizing the application. This includes:
- Data Deletion – Two-step deletion of PensionPro records.
- Email Images – Image hosting for use in Blast Emails.
- E-Signature Templates – Create settings for files sent to DocuSign.
- Firm Data Sharing – Sync Plan data with another firm.
- Firms/Locations – Manage firm details and multiple operating locations.
- Group Management – Create groups of Employees to manage permissions and actions.
- List Values – Establish options for dropdown fields throughout PensionPro.
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Preferences – A category containing various preference areas.
- Authorized IP Addresses – Allow devices to access PensionPro by IP address.
- Distribution – Preferences for using Distributions.
- Document Specifications – Establish templates for plan specs.
- Event Configurations – Create the settings that define Events.
- Integrations – Control settings for the following integrations: ATC, DocuSign, Dynamis, ftwilliam.com.
- Payroll Management – Review Client enrollment for payroll integration functionality.
- PensionPro – General PensionPro application settings.
- PlanSponsorLink Subdomains – Manage settings for each of the firm's PlanSponsorLink URLs.
- PSL Terms Of Service Editor – Create and revise the TOS that appears on PlanSponsorLink.
- Security Management – Update access privileges for users.
- Templates – Establish workflows for Projects or Annual Data Collection.
- Time Codes – Create activity codes to track time for billing.
- Worktray Management – Set up teams of Employees who can process designated Project Tasks.
Power Tools
Requires Security Rights: Access Power Tools
The selection of Power Tools provided in this category are used to perform actions at a large scale across many records. Details on each of these tools can be found in the article Power Tools.
Reporting
This category contains a wide variety of reports that can retrieve all manner of data found throughout PensionPro. Descriptions of these reports are available in the article PensionPro Reports.
Marketplace
Selecting the Marketplace option will open the PensionPro Marketplace, which contains descriptions of PensionPro's partner products and services that integrate with PensionPro. For more information, refer to the article PensionPro Marketplace.