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 PensionPro offices closed?
- Automatic Notification of MSI and Release Notes Updates
- Changing Plan Year End in Plan Details
- Clearing the Browser Cache
- How Do I Know What Plans I'm Billed For?
- PensionPro 2.0 - How Do I Know What Plans I'm Billed For?
PensionPro Did You Know?
- Custom Search Text for Clients and Plans
- Maintaining Contact Relationships
- PensionPro 2.0 - Custom Search Text For Clients And Plans
- PensionPro 2.0 - Maintaining Contact Relationships
- PensionPro 2.0 - Using Data Filters
- Saving Report Filters
API
Blast Email
- Blast Email Overview
- Guide to Using Blast Email
- Organizing Communication Lists
- PensionPro 2.0 - Blast Email Overview
- PensionPro 2.0 - Organizing Communication Lists
- PensionPro 2.0 - Sending Blast Email Using SalesPitch Data
Clients
Contacts
Dashboards
- Customizing Dashboard Views
- PensionPro 2.0 - Customizing Dashboard Views
- PensionPro 2.0 - Using the Dashboard
- PensionPro 2.0 - Using the Milestones Dashboard
- PensionPro 2.0 - Using Worktrays
- Using the Dashboard
Distributions
Document Specifications
Employees
- Adding Employee Details
- PensionPro 2.0 - Adding Employee Details
- PensionPro 2.0 - Terminating and Rehiring an Employee
- PensionPro 2.0 - Updating Rights to View
- PensionPro 2.0 - Using the Login Lockout Feature
- Terminating and Rehiring an Employee
Event Management
Fetch
Integrations
- Integrating ftwilliam.com Software with PensionPro
- PensionPro 2.0 - Creating and Linking ftwilliam.com Records from PensionPro
- PensionPro 2.0 - ftwilliam.com Integration - Setup & Preferences
- PensionPro 2.0 - Integrating Document Specifications with ftwilliam.com
- PensionPro 2.0 - Updating DOL Data in Plan Cycles
- PensionPro 2.0 - Using ftwilliam.com Navigation Assistance
Maintenance
- Adding Employees And Security Rights
- Deleting Projects, Distributions, Contacts, Plans and Clients
- Editing a Company Name
- Merging Company Details
- PensionPro 2.0 - Adding Employees and Security Rights
- PensionPro 2.0 - Deleting Projects, Distributions, Contacts, Plans and Clients
Merge Documents
Mobile
Notes
PensionPro
- ★ PensionPro 2.0 (Web) - Release Details
- Adding a Client, Plan, Contact
- Helping your firm navigate the CARES Act
- PensionPro 2.0 (Web) - Cumulative Release Notes
- PensionPro 2.0 - Adding a Client, Plan, or Contact
- PensionPro 2.0 - Getting Started with Early Access
Plan Cycles
- Data Collection with PensionPro Team
- Entering and Importing Plan Cycle Data
- PensionPro 2.0 - Data Collection with PensionPro Team
- PensionPro 2.0 - Entering and Importing Plan Cycle Data
- PensionPro 2.0 - Import Plan Cycle Data
- PensionPro 2.0 - Using 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
- PensionPro 2.0 - Adding and Editing Plan Services Provided Information
PlanSponsorLink
- Add PlanSponsorLink.com Intro Video to Your PlanSponsorLink Sign-In Page
- Creating Website Banners using HTML
- How to Complete Data Collection on PlanSponsorLink.com
- Maintaining Bulletins on PlanSponsorLink
- Navigating PlanSponsorLink
- PensionPro 2.0 - Add PlanSponsorLink.com Intro Video to Your PlanSponsorLink Sign-In Page
Projects
- Bootcamp: Using PensionPro for Extension Filings and Q&A
- Changing and Extending Project Due Dates
- Edit Task Summary Information
- PensionPro 2.0 - Annual Administration Projects
- PensionPro 2.0 - Changing and Extending Project Due Dates
- PensionPro 2.0 - Edit Task Summary Information
Reporting
SalesPitch
- Getting Started with SalesPitch
- Maintaining Opportunity Details
- Maintaining Proposal Details
- Maintaining Prospect Details
- PensionPro 2.0 - Maintaining Opportunity Details
- PensionPro 2.0 - Maintaining Proposal Details