Features
Get the most out of your PensionPro product.
General Features
See all 8 articlesBlast Email
Clients & Companies
Contacts
Dashboards
Data Collection
Distributions
Document Specifications
Employees
Events
Integrations
Maintenance
- Data Deletion
- Firm Account Maintenance
- Firms & Locations
- Image Hosting for Email
- List Values
- PensionPro Preferences
Merge Documents
Plan Cycles
Plans
- Adding, Reassigning, Deactivating, and Deleting Plans
- Data Purging
- Employee Plan Roles
- Fee Schedules
- Multiple Employer Plans
- Plan Contact Roles
PlanSponsorLink
- PlanSponsorLink Subdomains
- Bulletins on PlanSponsorLink
- Editing the PSL Terms of Service
- Establish PlanSponsorLink Branding Guidelines
- How-To: Add an Intro Video to the PlanSponsorLink Sign-In Page
- How-To: Add PSL Banners using HTML
Power Tools
Projects
- Annual Administration Projects
- Extending Project Deadlines
- General Web Collection Projects
- Launching & Managing Projects
- Project Fields
- Projects: An Overview
Project Templates
Reporting
SalesPitch
Security
- IP Address Whitelisting
- Activity & Audit Logs
- Single Sign-On (SSO) Authentication
- Multi-Factor Authentication
- Location Rights
- Failed Logins & Account Lockout