PensionPro Reports

Provides a simple list of Clients with general information, such as Entity Type, EIN, and Period End.

• Much of this data is retrieved from the Client's latest Employer Data record.

Generates three lists to identify Clients meeting one of the following criteria for a Period End date:

• No Employer Data record is found where one is expected.
• Year End, EIN, and Entity Type have not been entered.
• No Principal entries have been added.

Lists Clients and their corresponding Plans. Clients with multiple Plans are listed multiple times. Items can be filtered by Client or Plan Status.

Similar to the above, with additional columns/filters for Employee Plan Role. Useful for identifying Clients/Plan associated with a particular Employee or listing a Role assignment alongside each Plan.

Lists Company records and any linked address data. Companies with multiple addresses are listed multiple times; Companies with no address data are ignored. Filters are available for Address Type, City, State, and Zip.

Lists Company records and any linked phone number data. Companies with multiple numbers are listed multiple times; Companies with no number data are ignored. Filters are available for Number Type.

Generates a list of Interactions over a given period. This provides a high-level overview; dates and participants are included, but Interaction details are not.

• If the Interaction was generated using Blast Email, the name of the template is included.
• Plan data is not referenced unless it was included in the Interaction title.

Generates a list of Plans based on Employee Plan Role, the Plan Contact Roles for those Plans, and details of the last Interaction recorded for those Contacts.

Lists the details of all existing Secure File Exchanges sent between a given set of dates. Filters can be applied based on participants and whether the file was accessed. Does not include expired SFEs.

Generates a list of Contacts to identify those that are missing a Salutation, Email Address, and/or Contact Preference.

• Setting the Report Type option to Plan Roles will allow Contacts to be filtered based on their Plan Contact Role assignments.

Generates an export sheet containing data from the Information and 1099 views of all Distributions in any given year. Options are available to format this report for import into the Datair, ftwilliam.com, or Relius systems.

• A Distribution will not be available unless a Process Date is entered in its 1099 view.
• Federal ID numbers will be populated from either the Client EIN or Plan TIN based on the 1099 Payor value found in General Plan Information.
• Lines may appear duplicated if multiple Address Types are chosen or if a Client possesses overlapping Employer Data records for the 1099 Year.

Displays details from a Distribution's Information view, as well as the Tasks and Task Item responses from its Workflow. Similar to the Project Detail Report.

• Reports are located by searching for and selecting the participant's name, then choosing the appropriate Project.

Returns Distributions with Plan and Investment Provider information, as well as the Fee charged, the Payor responsible for the Fee, and the date the Fee was received.

Generates a list of Distributions with columns for each Task, similar to the Status by Task report. Dates indicate when each Task was completed. This report works best when using a single Project Name to quickly review or compare the progress of a Project across multiple Plans.

Functions similarly to the Distribution Status by Task report, but uses Task Groupings instead of Tasks.

Displays one version of one Fee Schedule from a single Plan. The format is similar to the Fee Schedule Template Report

Similar to the Status by Task report, but with additional controls to fine-tune the Projects that are returned based on Task completion.

• Filters are provided to restrict results based on the completion status of two Tasks. Since Projects are linear, setting an "upper" and "lower" bound makes it easier to focus on Tasks within a specific portion of a Project.
• Although these two filters are required to view the report, they can both be set to the same Task and Status if one is not needed.

Displays a complete list of To-Dos. Report Type can return results in either an unsorted table or grouped by Employee. Filters are available for Employee, creation and completion dates, Priority, Status, and List Type.

Generates an all-in-one record of data entered during each step Data Collection for Annual Administration for a single Plan and Plan Year End. Employee census data is summarized.

Provides a list of Contacts who have accepted the Terms of Service on PlanSponsorLink, as well as the date that the terms were accepted on. Contacts who have accepted the Terms of Service on multiple occasions will be included multiple times.

Returns a list of Plan Contacts assigned to a chosen Role—along with their phone number(s)—for Plans that currently have Annual Administration with Web Collection launched, and for which the Web Data Collection has not yet been completed. This is a quick way to generate contact details for individuals that need to be reached out to. Filters are available for Project Template, Period End, and Project Manager.

Generates a chart and a bar graph to visually summarize the completion percentage of each Data Collection step in Annual Administration for a given Period End. Varying Week End dates may be used to retrieve a snapshot of this summary from any point in time. May also be filtered by one or more Project Managers.

Similar to the Client Data Collection Summary report, but pertaining to General Web Collection Projects instead of Annual Administration.

Generates a bar graph showing the total count of Plans over time based on the dates they were added to PensionPro.

Data is pulled from the Client tab > Addresses view.

Data is pulled from the Client tab > General view.

Data is pulled from the Client tab > Numbers view.

Data is pulled from the Contact tab > Addresses view.

Data is pulled from the Contact tab > General and Relationship views.

Data is pulled from the Contact tab > Numbers view.

Data is pulled from the Plan tab > Contact Roles view.

Data is pulled from the Contact tab > General and Numbers views and the Employee tab > Account view.

Data is pulled from the Plan tab > Employee Roles view.

Data is pulled from the Client tab > Employer Data view.

Data is pulled from entries found in the Plan tab > Fee Schedules view.

Data is pulled from the Plan tab > Investment Provider view.

Data is pulled from the Notes views of all Client, Plan, Contact, Project, Task, Prospect, Opportunity, and Proposal records.

Data is pulled from the Employees step of Annual Data Collection for each Plan Year.

Data is pulled from the Plan tab > General view.

Provides a count of various records grouped by the criteria specified below. Each of these groups can be expanded to return a full list of included entries. Useful for an at-a-glance overview of PensionPro records, especially when making large-scale changes.

• Clients, Plans, Projects, and Distributions are grouped by Status
• Employees are grouped into Active or Inactive
• Contacts are grouped by Contact Method
• Employee Plan Roles are grouped by name
• Investment Providers are grouped by name
• Notes are grouped by Note Category

Displays all values added under each List Type for reference purposes.

Returns Plans for which Status has been set to Terminated but which have not been Deactivated for All Activity. If the Plan has any open Projects, these will be displayed on individual lines. This helps identify Plans and Projects that still need to be fully closed.

Lists all Security Rights, along with the Employees that have been granted each Right. Useful for reviewing which users have which capabilities.

Lists all Time Codes, Descriptions, and Billing Codes for review.

Displays all Worktrays, the Employees assigned to each Worktray, and the Worktray Role of each Employee. Good for reviewing Worktray teams.

Lists Contacts ranked in order of number of Plan Contact Roles, and includes total Plan investments, Proposals, and Proposal assets, as well as the last Interaction date. Used for identifying individuals who bring business to the firm and keeping in communication with them.

• Requires the SalesPitch add-on. This report is the same as the SalesPitch Influencers report, but made available for users without the Access SalesPitch Security Right.

For a given period end date, shows the list of Plans that are considered active for billing purposes.

• Specifically, this report references the date the Plan record was created, as well as the date the Plan was deactivated for all activity (if applicable).
• This report cannot show Plans that have been deleted. This may result in slight discrepancies between the report and actual billing counts.

For each Plan Type during a given period of time, shows changes in the number of in-service Plans by:

1. Counting the number of active Plans at the start of the period (based on Added On and Terminated On dates)
2. Subtracting the number of Plans that are terminating or have services terminating (based on Plan Statuses set in the report header)
3. Adding the number of Plans with an Added On date during the period
4. Subtracting the number of Plans with a Terminated On date during the period
5. Displaying the new Total counts

Shows a count of all Plans for each Plan Type, with additional counts broken up into month based on the Plan Year End.

For each Employee assigned to a given Employee Plan Role, returns a count of their Plans, as well as the combined assets and participants of those Plans. The Plan Count for each Employee is then further broken down by Plan Type.

• PensionPro does not track changes to Plan Roles over time; counts are determined based on the Employee Plan Role assignments at the time the report is created.

Provides a simple export of all Time Slips for a given set of dates. This includes Employee data, hours, Time and Billing Codes, and Plan and Client data.

For a given Plan, calculates the total hours attributed to each Time Code over every year. Useful for identifying the activities that Employees spend the most time on in service to the Plan and for analyzing trends.

For a given set of dates, displays two charts: the total hours worked by each Employee on each day, and the total hours attributed to each Time Code on each day. Good for a quick look at recent Employee activity.

For a given set of dates, returns details of every Time Slip, grouped by Employee. Also calculates billing amounts and Employee costs based on the rates established on the Employee's profile.

• Unless Show Non Billable Costs is set to True, the billing amount calculations will only be performed for Time Slips where Billable is set to Yes.
• The final page of this report includes a visual summary of Time Code and Employee time data.

Similar to the Time Review By Date Range report, but with Time Slips grouped by Plan rather than Employee. Does not include Time Slips not linked to a Plan.

Similar to the Time Review by Plan report, but with Time Slips grouped secondarily by Project. Subtotals for billing amounts are included for both Projects and Plans. Does not include Time Slips not linked to a Project.

For a chosen Contact, shows the Proposals and Plans they are linked to and aggregates data such as assets, participant count, and average plan age. Period Start and End filters restrict Proposals based on their Creation Date.

• Category must be set on the Contact tab before a Contact can be viewed on this report.

Lists Contacts ranked in order of number of Plan Contact Roles, and includes total Plan investments, Proposals, and Proposal assets, as well as the last Interaction date. Used for identifying individuals who bring business to the firm and keeping in communication with them.

Creates an export of Company and Contact data, including address, phone number, and email. Can be limited to Clients, Contacts, Prospects, and/or Proposals. Filters are available for Status, Address and Number Type, and Contact Role.

Provides a simple list of Opportunities with their associated Company name and Start, Effective On, and Closed dates. Filters are available for Location, Sales Referral Source, and open/closed state.

Generates a list of Proposals with assignee and referral information, Investment Provider, and projected revenues. Elapsed Days are given based on the Closed Date, or the current date for open Proposals. Proposals are then grouped by Status and relevant data is aggregated. Filters are available for Location, assignee, and referral details.

Creates a bar graph to display the number of Proposals closed each month, separated by Status. Intended to visually compare win/loss rates over an annual cycle. Filters are available for Location, assignee, and the Closed On date of the Proposal.

Returns a list of Proposals in a manner similar to the Proposal Status Dashboard. Filters are available for Status, assignee, Plan Type, and Investment Provider.

For a given set of dates, returns any Proposals closed during that time and the reason each was won or lost. Useful for identifying opportunities for improvement to stay competitive.

Provides a simple list of Prospects with basic information. Filters are available for Location, Status, and assignee.

Displays a list of Proposals along with total projected recurring and non-recurring revenues for each to estimate future earnings. Filters are available for Location, Status, assignee, and open/closed state.