A TPA's time is precious. The AUTOMATE Compliance Bundle—the first bundle in PensionPro's AUTOMATE product family—is designed to arm your firm with tools to scale operations efficiently. By removing repetitive steps, your administrators can concentrate on higher‑value activities like client communication, issue resolution, and specialized technical work. With automation, integrations, and streamlined data flows, your team can handle more plans with the same staff—without sacrificing quality or speed.
What's Included
The AUTOMATE Compliance Bundle includes the following features:
- ftwilliam.com Notice Generation – Create annual notices for multiple Plans, add the files to PensionPro, and make them available on PlanSponsorLink.
- ftwilliam.com Census Transfer – Transmit census information to ftwilliam.com and run testing with one click.
- ftwilliam.com Document Download – Retrieve documents from FTW and save them as Plan files.
- ftwilliam.com Form 5558 Integration – Create 5558 forms in ftwilliam.com from PensionPro data, and pull existing 5558s into Project Files.
- Automatic Data Collection Reminders – Let PensionPro send Blast Email reminders so you don't have to.
- ...and more on the way!
Getting Started
Ready to simplify your compliance workflows? To get started with AUTOMATE Compliance Bundle, or for pricing information, submit a ticket to our Support team and we'll be glad to assist you.
Enabling and Disabling Features
Firms can control which AUTOMATE features are in use at any time, disabling any they don't intend to use to provide a more streamlined experience for their Employees. These controls can be found within Firm Account Maintenance.