Welcome to PensionPro's newest on-demand content, What's Hot on the Help Center. In this series, we will provide solutions and troubleshooting techniques for questions or issues frequently seen by our Customer Service team on the Help Center. You can expect to see new topics released seasonally, as they coincide with the areas of the system you are likely hitting the most, based on the time of year.
Fall 2023
Distributions
If you haven't started using PensionPro to track distributions for your Plans yet, now is the perfect time. This video discusses how Distributions work in PensionPro, as well as the benefits it can provide to your distribution workflow.
Release Date: September 20, 2023
Runtime: 6 minutes, 43 seconds
Topics:
- Distribution Projects (0:31)
- Special Features for Distributions (4:03)
Related Articles:
- Distributions: An Overview
- Distributions
- Distribution Preferences
- Web Collection for Distributions
- Tracking Projects & Distributions
Spring 2023
Due Dates & Extensions
It's filing season again, and it's starting to look like you might miss a few of your deadlines. Not a problem—you can update your Project due dates directly, or launch an Extension. This video shows you how.
Release Date: June 6, 2023
Runtime: 4 minutes, 45 seconds
Topics:
- Project Deadlines (00:28)
- Updating a Deadline (01:34)
- Extension Projects (02:34)
Fall 2022
Data Collection
In this video, we aim to aid you in the Data Collection process from start to finish.
Release Date: October 18, 2022
Runtime: 7 minutes, 40 seconds
Topics:
- Preparing for Data Collection (00:33)
- Collecting Data (04:10)
- Sending Census Reminders (06:29)
Summer 2022
Plan Cycles
In this video, we aim to define what a Plan Cycle is, and how Plan Cycle Data is populated in PensionPro.
Release Date: July 1, 2022
Runtime: 7 minutes, 22 seconds
Topics:
- Why Plan Cycles are Used (00:31)
- How Plan Cycles are Created (00:58)
- How Plan Cycle Data is Populated (02:56)
- Troubleshooting Issues with Plan Cycle Data (05:25)
Spring 2022
Project Summary - Date Field Calculations
In this video, we aim to define how the date fields shown on the Project Summary tab are calculated, and how those dates impact your project.
Release Date: March 16, 2022
Runtime: 8 minutes, 31 seconds
Topics:
- Sample Scenarios (00:30)
- Creating Start Date Offsets (01:04)
- Creating External Deadlines (02:37)
- Sample Scenario Application (03:52)
- FAQs (07:21)
PlanSponsorLink FAQ
In this video, we aim to equip you, the PensionPro user, to answer questions and troubleshoot frequently asked questions regarding PlanSponsorLink (PSL).
Release Date: March 16, 2022
Runtime: 6 minutes, 7 seconds
FAQs:
- Why is the plan sponsor unable to login? (00:27)
- Why is the plan sponsor not receiving census request/reminder emails sent through Blast Email? (01:12)
- Why is the plan sponsor unable to see the Data Collection task on PSL? (01:48)
- Why is the plan sponsor receiving an error when attempting to import the employee census file? (03:05)
- Why are Secure File Exchanges missing? (03:52)
- Can I enable email notifications for files uploaded on the Approval step of the Data Collection in PSL? (05:05)