What's Hot on the Help Center

Welcome to What's Hot on the Help Center, our snack-sized video series dedicated to feature overviews, troubleshooting tips, and frequently asked questions. Released seasonally, the topics presented are intended to help you make more effective use of PensionPro at the times of year they're most relevant.






Winter 2024


1099 Reporting

If you watched our previous What's Hot on the Help Center topic about Distributions, you should be familiar with how PensionPro can help manage your distribution workflow. In this video, we'll show you how to take the Distribution information you are already tracking and generate reports and exports for 1099 data.


Release Date: December 12, 2023

Runtime: 3 minutes, 49 seconds


  • Adding 1099 Data (0:35)
  • Reporting on 1099 Data (1:18)




Fall 2023



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


  • Distribution Projects (0:31)
  • Special Features for Distributions (4:03)

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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

  • 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

  • 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

  • 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

  • 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

  • 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)