Products
If you need assistance with any of our products, you've come to the right place. We've made it easy to help yourself with articles, FAQ's and a user Community.
Frequently Asked Questions (FAQ)
- Automatic Notification of MSI and Release Notes Updates
- Changing Plan Year End in Plan Details
- How Do I Know What Plans I'm Billed For?
- PensionPro's Product Tiers - Track, Team & Business
- Supported Browsers
- Troubleshooting PensionPro Login Issues
PensionPro Did You Know?
API
Blast Email
- Blast Email Overview
- Guide to Using Blast Email
- Organizing Communication Lists
- SendGrid
- Sending Blast Email Using SalesPitch Data
- Using Blast Email for Data Collection
Clients
Contacts
Dashboards
Distributions
Document Specifications
Employees
Event Management
Fetch
Integrations
Maintenance
- Deleting Projects, Distributions, Contacts, Plans and Clients
- Editing a Company Name
- Merging Company Details
- Updating Account Maintenance
- Using Firms and Locations
- Using Power Tools
Merge Documents
Mobile
Notes
PensionPro
Plan Cycles
Plans
- Adding and Editing Plan Services Provided Information
- Adding and Maintaining Plan Files
- Adding, Editing or Deleting Employee Plan and Plan Contact Roles
- Creating A Short Plan Year End
- Creating and Using Fee Schedules
- Reactivating a Plan
PlanSponsorLink
- Add PlanSponsorLink.com Intro Video to Your PlanSponsorLink Sign-In Page
- How to Complete Data Collection on PlanSponsorLink.com
- Maintaining Bulletins on PlanSponsorLink
- Navigating PlanSponsorLink
- Removing Plan Contacts from PlanSponsorLink.com
- Resetting a Plan Sponsor's Password
Projects
- Bootcamp: Using PensionPro for Extension Filings and Q&A
- Changing and Extending Project Due Dates
- Edit Task Summary Information
- Project Template Overview
- Project Templates for Onboarding
- Projects - Web Collection through PlanSponsorLink.com