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  1. PensionPro
  2. Getting Started
  3. Implementing PensionPro

Implementing PensionPro
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  • Application Menu Overview
  • Creating/Maintaining PensionPro Preferences
  • Getting Access to PensionPro's Help Center
  • Importing Client and Plan Data
  • Importing Contact Data
  • Importing Data Using the DOL Import Power Tool
  • Importing Data with the ftwilliam.com Import Power Tool
  • Importing Employee Plan Roles
  • Importing Employer Data
  • Importing Investment Provider Data
  • Importing Notes
  • Importing Plan Contact Roles
  • Launching Project Templates
  • Maintaining List Values
  • Module 1: Getting Started with PensionPro
  • Module 2: Data Conversion
  • Module 3: Basic System Features
  • Module 4: System Add-Ons
  • Module 5: Projects, Distributions, and Event Management
  • Navigating the Basics of Implementation
  • New User Training
  • Overview of Implementation
  • Using the Express Import Tool
  • Using the Search Features
  • Using the Services Provided Import
  • Utilizing the Help Menu and Help Center

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