Sign in My activities Submit a request
  1. PensionPro
  2. Getting Started

Getting Started

New user? Implementing PensionPro for your company? Look here first.

On-Demand Training

  • PensionPro ProPass
  • PensionPro PROspectives Article List
  • Staff Orientation to PensionPro
  • What's Hot on the Help Center

PensionPro Fundamentals

  • User Account & Preferences
  • PensionPro Glossary
  • Getting Help with PensionPro
  • Searching & Search Preferences
  • Navigating PensionPro
  • Adding a Client, Plan, or Contact
See all 8 articles

Implementing PensionPro

  • Data Conversion
  • Data Import Overview
  • Getting Started With PensionPro TRACK
  • Overview of Implementation
  • PensionPro Implementation Process

Data Import

  • Data Import - Employees
  • Data Import - Global Employee Census Data
  • Data Import - SalesPitch
  • Data Import - Employee Plan Roles
  • Data Import - Contacts
  • Data Import - Services Provided
See all 11 articles

Frequently Asked Questions (FAQ)

  • Clearing the Browser Cache
  • Error Logs
  • Example: Reassigning Employee Roles Using Power Tools
  • From Desktop to Web: Migrating to PensionPro 2.0
  • Helping your firm navigate the CARES Act
  • How-To: Annual Administration for Combo Plans
See all 12 articles
© PensionPro Software LLC. All Rights Reserved.
Terms of Service Privacy Policy Security Top