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By now, everyone should have at least heard that the DOL released soft guidance regarding cybersecurity and expectations for service providers. In the field, the…
Making changes to the plan document is one of the many key processes that should be tracked in a project. Join us as we help…
Fee Schedules in PensionPro give you access at your fingertips to verify current service offerings, status of service and more at a click. While not…
As we are in the midst of another Document Restatement period, there has never been a better time to get your Document Specifications into PensionPro.…
Here at PensionPro, security is our top priority. With tools like Multi-Factor Authentication, Authorized Computer Management and Security Role Management, we’re giving you tools to…
Ready to take your Fetch skills to the next level? In advanced training, a PensionPro expert will walk you through creating and customizing queries to…
Build and customize census reminder email templates to use throughout the collection process and easily track the number of completed and outstanding plans at a…
Daniel Liss, CEO Daniel Liss is pushing boundaries. With ten acquisitions under his belt and more in the pipeline, the growth of EGPS is impressive.…
As a Fintech company we are obsessed with data and quantifying our productivity as it drives our products and value to our customers. However, as the events…
2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don’t miss TPA expert and…
