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Annual Data Request Wizard Webinar
August 25, 2011
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Thank you to everyone who attended last week’s Annual Data Request Wizard Webinar, part of the Pension Portal Training Series. Here are some of the key benefits as well as a snapshot of what was covered: Benefits of the ADR Wizard Marketing – Attractive Graphical User Interface (GUI) will impress your clients Feedback – Monitor questionnaire [...]
Read more Annual User Group Meeting
August 22, 2011
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Where National Harbor Residence Inn | 192 Waterfront St. | National Harbor, Maryland 20745 | 1-800-331-3131 When Saturday, October 22, 2011 | 9:00 a.m. – 3:00 p.m. Limited Space Available Secure Your Spot Today! Registration: $125 Registration Fee Includes: Breakfast & Lunch Room Rates: User Group Rate: $199 Click here to Reserve a room [...]
Read more What is a Cash Balance Plan?
July 8, 2011
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A Cash Balance Plan is a Defined Benefit Plan that looks like a Money Purchase Plan. Like a Money Purchase Plan, fixed contributions are credited to each participant at the end of each year. In addition, participants receive interest credits based on the interest rate defined in the plan. The credit is a fixed rate [...]
Read more How Cloud Computing Can Benefit You
June 20, 2011
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Cloud computing seems to be all the hype lately, but do you really know what it means? From Microsoft to IBM, companies are actively using this buzz phrase to describe their products and services. You’ve probably heard of the phrase “take it to the cloud”, with cloud being a metaphor for the internet. However, when [...]
Read more Pension Portal Version 6.9
May 23, 2011
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Welcome to version 6.9 of the Pension Portal. This version welcomes several enhancements, including the much anticipated Task Mass Update. This new feature allows you to update a single task across multiple plans at the push of a button. For instance, if you have a similar task for all of your plans, such as, “collect [...]
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