Features
Get the most out of your PensionPro product.
General Features
See all 8 articlesBlast Email
Clients & Companies
Contacts
Dashboards
Data Collection
- Resource: List of Census Scrubbing Errors
- Customizing the Employee Census
- Data Collection - Distributions
- Data Collection - General Web Collection
- Blast Email for Data Collection
- Overview of Web Data Collection
Distributions
Document Specifications
Employees
Events
Integrations
- Client Payroll Integration - Census Import
- ATC Paying Agent Integration
- Client Payroll Integration - Management
- DocuSign Integration
- ftwilliam.com - 5558 Integration
- ftwilliam.com - Census Data Transfer
Maintenance
- Data Deletion
- Firm Account Maintenance
- Firm Data Sharing
- Firms & Locations
- Group Management
- Image Hosting for Email
Merge Documents
Plan Cycles
Plans
- Adding, Reassigning, Deactivating, and Deleting Plans
- Data Purging
- Employee Plan Roles
- Express Plan Creation
- Fee Schedules
- Multiple Employer Plans
PlanSponsorLink
- PlanSponsorLink Subdomains
- Bulletins on PlanSponsorLink
- Editing the PSL Terms of Service
- How-To: Style PSL Banners using HTML
- Managing PlanSponsorLink Users
- Multi-Factor Authentication for PlanSponsorLink
Power Tools
Projects
- Extending Project Deadlines
- Launching & Managing Projects
- Project Fields
- Projects: An Overview
- Tasks and Workflow
- The Project Tab
Project Templates
Reporting
SalesPitch
Security
- IP Address Whitelisting
- Activity & Audit Logs
- Single Sign-On (SSO) Authentication
- Multi-Factor Authentication for Employees
- Location Rights
- Failed Logins & Account Lockout