ASC is widely used by retirement plan TPAs as part of their day-to-day administration processes. To support the organizations that work with both platforms, PensionPro has partnered with ASC to offer integrated features to users. This article explains how to get started with the ASC integration by establishing a connection between both applications.
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ASC Integration Prerequisites
Before integration with ASC, firms will need to do the following:
- Obtain a TPA Code from ASC.
- Ensure that API access has been enabled for the ASC account.
For assistance with either of these items, please contact ASC Support.
Setting a TPA Code
Requires Security Rights: Maintenance
Features that integrate directly with ASC require the firm's unique TPA Code to be added to ASC Settings in PensionPro.
To set the firm's TPA Code:
- Navigate to Maintenance > Preferences > Integrations > ASC. The ASC Settings Information grid opens in a new tab.
- Select Edit
at the top-right of the grid. The corresponding window displays.
- Enter the TPA Code, then select Save.
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