September 1, 2017

Training Videos

Year End Questionnaire

Quik Facts, Quick Links, Bulletin Boards, and Reminders
These tools allow you to further customize PensionPal for greater usability.

PensionPal Portal

Logging Emails

How to Update PensionPal for the New Year!

Workflow Feature

Mass Emails From Individual Files

Email Merge – Working With Attachments

Basic Email Merges

Creating, Editing and Deleting Reports

Form Designer

Field Actions

Correspondence and Follow-Up

Quick Report