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PensionPro 2.0 - 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

Add-On Availability:  SalesPitch, PlanSponsorLink

 

Table of Contents

 

Accessing PensionPro

PensionPro 2.0 offers added convenience: it can be accessed anytime, anywhere! Users now only require a supported web browser and an internet connection to utilize the software.

 

How to Access PensionPro

  1. Enter the following URL in a supported web 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 (~!@#$%^&*).

 

 

Adding Employees

Once PensionPro has been launched, a user with the correct security rights can begin to add employees to PensionPro. The following steps detail how to add new employees and adjust security rights for existing employees.

 

Security Rights Required: Add/Edit Employee

 

How to Add an 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: It is recommended to use the employee’s email address as their Username.

 

How to Access Employee Details and Assign Security Rights

  1. Use the search bar to search for the employee's name.
  2. Expand the Employees dropdown.
  3. Select the employee's name once to open the General Employee Information grid.
  4. Select the Security Rights View.
  5. Select Addadd.png in the upper-right corner of the grid.
  6. The Add Security Rights menu displays.
  7. From the Available Rights dropdown, select the individual Security Rights to be added, or select Add all rights.
  8. Select Save when the appropriate Rights have been added.

 

The following is a list of security rights and their function:

 

Security Right Description

Access Power Tools

Allows the user to access and use the Power Tool menu items
Add/Edit Client Allows the user to add a new Client from the Navigation Panel and edit existing client information from the Client tab
Add/Edit Contact Allows the user to add a new Contact from the Navigation Panel and edit existing contact information from the Contact tab
Add/Edit Employee Allows the user to add a new Employee from the Navigation Panel and edit user Security Rights from the Employee tab
Add/Edit Plan Allows the user to add a new Plan from the Navigation Panel and edit existing plan information from the Plan tab
Add/Edit Plan Cycles Allows the user to edit Plan Cycles
Delete Notes Allows the user to delete notes
Delete Secure File Exchange Allows the user to delete a Secure File Exchange
Edit PlanSponsorLink Styling Allows the user to change colors, text sizes, etc. on PlanSponsorLink
Edit/Merge Company Names Allows the user to edit Company Name details and access the Company Name Merge Tool from the Company tab
Maintenance Allows the user access to the Maintenance tools on the Navigation Panel
Manage Contact Security Allows the user to reset a Contact's password and MFA configuration
Management Reports Allows the user to access Management Reports
View Other Dashboards Allows the user to access other Employees' Dashboards
View Other Secure File Exchanges Allows the user to view all users' Secure File Exchanges

 

 

Adding List Values

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.

 

Security Rights Required: Maintenance

 

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 is populated by the appropriate List Value data.

 

Note: 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 Maintaining List Values.

 

 

Importing Data into PensionPro

Converting data into PensionPro has never been easier. PensionPro now offers multiple ways for users to import their data.

 

Security Rights Required: Access Power Tools

 

Import Data From ftwilliam.com

For users with existing data in ftwilliam.com, PensionPro provides a tool to migrate the data from ftwilliam to PensionPro quickly and easily. Directions for using the ftwilliam.com Import Power Tool can be found in the article Importing Data with the ftwilliam.com Import Power Tool.

 

Import Data from the Department of Labor

The DOL Express Import allows PensionPro users to onboard easily with the option to import Client and Plan data by syncing to the DOL site. The user can select which applicable Clients and Plans to import. Directions for using the DOL Import Power Tool can be found in the article Importing Data Using the DOL Import Power Tool.

 

Import Data Using the Express Import Tool

The Express Import Power Tool is available for users to import their Clients, Plans, Plan Contacts, Employer data, and Investment Provider information all at once. Directions for using the Express Import can be found in the article Using the Express Import Tool.

 

 

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.

 

Security Rights Required: None

 

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 Search 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 Using the Search Feature.

 

 

Plan Cycles

Plan Cycles in PensionPro are used to store annual recurring plan information. Plan Cycles can be easily imported via a template, or created manually.

 

Security Rights Required: Add/Edit Plans, Access Power Tools, Add/Edit Plan Cycles

 

How to import a Plan Cycle via the Plan Cycle Data Import

  1. From the Navigation Panel, select Power Tools > Import > Plan Cycle Data.
  2. Select More Optionsmore_options.png > Download Template to download an empty template.
  3. Populate the template with the appropriate data.
  4. In the I want to dropdown menu, choose Import Data.
  5. Select the Select File button and open the completed Template for import.
  6. Select Next
  7. Follow the prompts to complete the import.

 

Note: A Plan Cycle cannot be added until its corresponding Plan exists within PensionPro. If no Plans were previously imported, refer to one of the following articles:

 

To view and open Plan Cycles

  1. Use the Search function to locate the desired Plan.
  2. From the View menu, select Plan Cycles.
  3. Double-click on any Plan Cycle to review it.

 

Plan Cycles 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 Milestone Dashboard. This Dashboard is accessible from the Navigation Panel; it is also the default Dashboard that is displayed when a user opens PensionPro.

 

Additional Plan Cycle Resources

 

 

Reports

Once data is entered in PensionPro, users can generate reports from that information. PensionPro has made this easy by providing Reports, which can be accessed via the Navigation Panel.

 

Security Rights Required: None

 

There are many useful reports that are pre-built in PensionPro to assist with reporting needs. Brief descriptions of reports available in PensionPro can be found below. Please note that not all fields displayed on reports are included with PensionPro Track. 

Reports can be accessed by selecting Reporting from the Navigation Panel of PensionPro. 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 Navigating 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, plan 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

The Management Reports section allows managers to effectively report on system and data information.

 

Security Rights Required: Management Reports

 

The Management Report section 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. The article Navigating PensionPro Reports contains complete information on Management Reports.

 

 

Associated Articles

 

 

 

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