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.
On-Demand Training
Benefit Insights
Frequently Asked Questions (FAQ)
- When are the PensionPro offices closed?
- Clearing the Browser Cache
- Helping your firm navigate the CARES Act
- How Do I Know What Plans I'm Billed For?
- Supported Browsers
- Tier Upgrades - PREMIUM to BUSINESS
PensionPro Did You Know?
Blast Email
- Blast Email
- Blast Email - Mailing Types
- Blast Email - Preferences & Troubleshooting
- Blast Email for Data Collection
- Communication Lists
- Fast Blast
Clients
Contacts
Dashboards
Distributions
Document Specifications
Employees
Integrations
Maintenance
- Collection Fields for Census Data
- Data Deletion
- Editing a Company Name
- Firms & Locations
- Image Hosting for Email
- Merging Companies
PensionPro
- Adding a Client, Plan, or Contact
- Email Notifications
- Interactions
- Notes
- PensionPro API
- PensionPro Glossary
Plan Cycles
Plans
- Adding, Reassigning, Deactivating, and Deleting Plans
- Employee Plan Roles & Plan Contact Roles
- Fee Schedules
- Merge Documents
- Multiple Employer Plans
- Plan Files
PlanSponsorLink
- Annual Data Collection on PlanSponsorLink
- Bulletins on PlanSponsorLink
- Editing the PSL Terms of Service
- Establish PlanSponsorLink Branding Guidelines
- How to Complete Data Collection on PlanSponsorLink.com
- How-To: Add an Intro Video to the PlanSponsorLink Sign-In Page
Projects
- Annual Administration Projects
- Event Management
- Extending Project Deadlines
- General Web Collection Projects
- How-To: Annual Administration for Combo Plans
- How-To: Hyperlinks in Projects
Reporting
SalesPitch
Security
- IP Address Whitelisting
- Single Sign-On (SSO) Authentication
- Multi-Factor Authentication
- Location Rights
- Authorized Computer Management
- Failed Logins & Account Lockout
Desktop (Reference Only)
- Using Multi-Factor Authentication for PlanSponsorLink (Desktop)
- Using Multi-Factor Authentication (Desktop)
- Using the DocuSign Integration (Desktop)
- Using the Login Lockout Feature (Desktop)
- Task History & Using Task Overrides (Desktop)
- Adding Employees And Security Rights (Desktop)