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