Getting Started
New user? Implementing PensionPro for your company? Look here first.
On-Demand Training
PensionPro Fundamentals
- User Account & Preferences
- PensionPro Glossary
- Getting Help with PensionPro
- Searching & Search Preferences
- Navigating PensionPro
- Adding a Client, Plan, or Contact
Implementing PensionPro
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
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