Accelerate Productivity
PensionPro enables the onboarding and training of employees exponentially faster than sitting with ‘Bill’ in operations.
Maintain Your Service
Ensure consistent quality across all employees no matter their geography or seniority. PensionPro project templates create scalable workflows and detailed checklists.
Manage Your Team
View the status of outstanding work at the employee, team, and account level. Our dashboards and reports make running your business more efficient.
We offer management services, retirement industry focused newsletters, and eLearning for all TPA professionals.
Grow Your Knowledge
From Cyber Security to Operational Excellence, PensionPro eLearning offers deep insights and tangible outcomes to support professional development.
Educate Your Plan Sponsors
Supply your plan sponsors with a quarterly newsletter about the most important and relevant retirement topics.
Become a Pro
PensionPro connects all aspects of TPA sales, administration workflow and plan sponsor interaction to create a streamlined operational hub. Our unique solutions maximize efficiency and profitability, giving you the ultimate competitive advantage.
Select the tier that supports your team.
TRACK
Our point of entry solution, TRACK, includes Customer Relationship Management and reporting.
Features
- Client, Plan, and Contacts
- Investment Providers
- Services Provided
- Plan Cycle Milestone Dashboard
- Standard Reporting
- PlanSponsorLink.com
TEAM
Beyond TRACK, our TEAM tier consolidates, organizes and tracks what you do.
Features
- All TRACK features, plus…
- Online Data Collection
- Time Tracking
- Blast Email
- Fee Schedules
- To-Dos
- ftwilliam.com Integrations
- Document Specifications
- Communication Lists
- Email Notifications
BUSINESS
BUSINESS offers our complete package of software services and features.
Features
- All TEAM features, plus…
- Workflow
- Project Dashboards
- Worktrays
- Distribution Tracking
- Custom Reporting
- Interactions
- Event Management
- Access Management
- Merge Documents
- API Access
Never Stop Learning
We offer a wide range of education and training options to help the TPA community learn from PensionPro staff, industry experts, and their peers.
