Getting Started With PensionPro TRACK

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Welcome to PensionPro Track! PensionPro Track is the point-of-entry for TPA firms looking to simplify and automate their processes. The Track solution includes Customer Relationship Management and Reporting features that are accessible from a personal device. This article provides basic information for users working within the Track tier. The following instructions are intended to be completed in order. For additional information, please refer to the Associated Articles link.

 

Tier Availability: Track

 

Article Contents

 

 

 

Accessing PensionPro

 

PensionPro can be accessed anytime, anywhere via web browser! To sign in for the first time:

 

  1. Enter the following URL in a supported browser: app.pensionpro.com.
  2. Enter the Username that was provided in the email titled Getting Started with PensionPro Track!
  3. Select the Reset Password link to receive a temporary password via email.
  4. Enter the temporary password received in the email.
  5. Create a new password. Passwords must be a minimum of 8 characters and contain at least 3 of the following 4 items: an uppercase letter, lowercase letter, number, symbol (~!@#$%^&*).

 

 

Using the Help Center

 

PensionPro's Help Center can be accessed at any time by visiting support.pensionpro.com. The Help Center contains a variety of articles (such as this one!) that detail all of PensionPro's features.

 

Note: Pay close attention to the Tier Availability specified in each article, as the Track tier does not include every feature.

 

If the help are not sufficient to answer a specific question, the Submit a Request button on the Help Center home page can be used to submit a help ticket to the PensionPro Support team. Any user requesting support must first be signed in to the Help Center; for assistance, refer to the article Getting Help with PensionPro.

 

 

Adding Employees

 

Once PensionPro has been launched, a user with the correct Security Rights can begin to add Employee accounts to PensionPro. The following steps detail how to create new Employees and adjust their Security Rights once they are added.

 

 

How to Add an Employee

 

Requires Security Rights: Add/Edit Employee

 

  1. From the Navigation Panel, select Add Data > Employee.
  2. The Add Employee menu displays. Enter the relevant information into the fields and select Save. First Name, Last Name, Location, Email, and User Name are required fields. All required fields display with an asterisk.

 

Note: PensionPro recommends using the Employee's email address as their Username.

 

 

How to Assign Security Rights

 

Requires Security Rights: Add/Edit Employee

 

Security Rights dictate what PensionPro features an Employee account has access to. Use the following instructions to manage Security Rights:

 

  1. Use the search bar to search for the employee's name.
  2. In the search results, expand the Employees dropdown.
  3. Select the employee's name once to open the General Employee Information grid.
  4. Select the Security Rights view from the list on the left.
  5. Select Addadd.png at the top-right of the grid. The Add Security Rights window displays.
  6. From the Available Rights dropdown, select the individual Security Rights to be added, or select Add all rights.
  7. Select Save when the appropriate Rights have been added.

 

For full details of each Security Right, refer to the article Security Rights & Security Roles.

 

 

Adding List Values

 

Requires Security Rights: Maintenance

 

Now that the Employees are set up in the system, List Values need to be added. List values are extremely important because these values allow certain fields to be customized to fit the company’s needs.

 

List Values are used in dropdown menus to provide data values for many fields in PensionPro. For example, when adding a Plan, the Plan Type dropdown contains user-added List Value entries. Outside of a small number of required default values, List Values are completely customizable; a firm could maintain 3 different options for Plan Type, or 30, depending on the number of plan types the firm offers its clients.

 

Warning: Prior to importing data, List Values will need to be configured properly to match the data being imported; otherwise, the import will fail.

 

For information on adding List Values, refer to the article List Values.

 

 

Importing Data into PensionPro

 

Requires Security Rights: Power Tools

 

Converting data into PensionPro is simple. Many types of PensionPro data can be imported via Excel workbook template. Refer the the articles below for instructions on completing each import; these articles are listed in recommended import order:

 

 

 

Using the Search Feature

 

Once data is imported into PensionPro, any information within that data can be quickly and easily retrieved by using the Search feature. The Search bar is located in the upper-left corner of any screen in PensionPro.

 

How to Search

  1. In the Search bar, enter at least two characters (alpha and numeric characters can be searched). If more than two characters are entered, the number of records returned will narrow.
  2. The results will be displayed in the Search Results grid under several Categories, such as Clients, Companies, Contacts, and Employees. Select any Category with at least one result to expand it and view the relevant records.
  3. Open a record returned in any Search Category by selecting it.

 

Search Preferences can be changed by selecting Preferencespreferences.png in the upper-right corner of the grid. Here, Categories can be edited to be expanded or collapsed by default, or hidden entirely. The ability to display Deactivated or Closed records can also be enabled. For more detailed information on these preferences, or the Search feature as a whole, refer to the article Searching & Search Preferences.

 

 

Plan Cycles

 

Requires Security Rights: Add/Edit Plan Cycles

 

Plan Cycles in PensionPro are used to store annual recurring Plan information and track important dates. To open and view a Plan Cycle:

 

  1. Use the Search function to locate and open the desired Plan.
  2. From the Views list on the left, select Plan Cycles.
  3. Double-click on any Plan Cycle to open it in a new Plan Cycle tab.
    • If the desired Plan Cycle record doesn't exist, it can be created by selecting Addadd.png at the top-right of the grid.

 

The Plan Cycle tab contains the following views:

 

General contains basic information about the Plan Cycle.

Filings contains dates for 5500-related filings and submissions.

Milestones provides information on the high-level events that take place during the Annual Data Collection process.

 

Milestone events that occur during the annual process can be tracked on the Milestones Dashboard. This Dashboard is accessible from the Navigation panel; it is also the default Dashboard that is displayed when a user opens PensionPro.

 

Note: The Milestones Dashboard only displays Plans for which the Employee is assigned as an Employee Plan Role.

 

Adding new Plan Cycles can be done in three ways:

 

  • By launching a new Plan Cycle manually, one Plan at a time.
  • By launching new Plan Cycles across multiple Plans using Power Tools.
  • By importing Plan Cycle data for one or more Plans using import Power Tools.

 

For more information on these methods, refer to the article Plan Cycles.

 

 

Reports

 

Once data is entered in PensionPro, users can generate reports from that information. PensionPro has made this easy by providing a selection of reports to fulfill a variety of needs.

 

Reports are located within the Reporting option of the Navigation panel. These reports are organized into various sections including Contacts, Clients and Companies, Mailing and Labels, Plans, and Management Reports. For more information on specific reports, refer to the article PensionPro Reports.

 

 

Report Categories

 

Contacts provides reports on Contact lists, Contacts missing data, and Contact investment listings.

Clients and Companies contains reports such as Client lists, Clients missing data, and Company addresses and numbers. This section also provides reports that detail Client to Plan links.

Mailing and Labels provides reports for printing Contact and Client mailing information.

Plans contains reports related to Plan information, such as Plan lists, Plans by Employee Role, Plans by Contact Role, Plans missing data, Plan services, investments, and Plan Cycle information.

 

 

Management Reports

 

Requires Security Rights: Management Reports

 

The Management Reports section allows managers to effectively report on system and data information, and can be accessed by selecting Reporting > Management Reports. Here, managers can generate reports related to metrics or maintenance, create charts and graphs, or export data.

 

 

PlanSponsorLink

 

PensionPro provides PlanSponsorLink (PSL) as a tool to connect directly with Plan Sponsors and Contacts. PlanSponsorLink contains the following features:

 

  • Secure File Exchange, a security-focused means of sending files to, or receiving files from, a Plan Sponsor.
  • Bulletins, general announcements and documents which are shared with all Plan Sponsors.

 

 

Setting Up PSL

 

Requires Security Rights: Maintenance

 

The following steps will assist in getting PlanSponsorLink up and running quickly. These steps do not cover the full range of preferences available for PSL; for more details, refer to the article PlanSponsorLink Preferences.

 

  1. Select Maintenance > Preferences > PlanSponsorLink Subdomains. During first-time setup, the corresponding grid will be empty.
  2. Select Addadd.png at the top-right of the grid. The Add Subdomain window displays.
  3. Enter a Subdomain Name.
    • The name entered into this field will become part of the firm's individual PlanSponsorLink URL, which Contacts will use to access PSL. As such, it can only contain alphanumeric characters and hyphens. This name must be unique, and cannot match the name used by another firm.
    • PensionPro recommends using a Subdomain Name consistent with the firm's name or other branding.
  4. Use the File Selection box to upload a logo, which will be shown to users on PlanSponsorLink.
    • The logo must be an image file; the image's dimensions cannot exceed 400 pixels in width or 200 pixels in height.
  5. Select Save. PensionPro will create two subdomain entries at this time: the one with the custom URL (which is the firm's primary subdomain), as well as a second inactive subdomain for testing purposes.
  6. Double-click on the primary subdomain. PensionPro will display the preferences for that subdomain.
  7. Edit the Website Name preference and set the value to the name of the firm.

 

 

Associated Articles