Sneak Peek: Pension Portal Version 6.9

Version 6.9 of the Pension Portal is expected to bring a lot of new features, including the highly anticipated Workcenter Mass Update for a single task across multiple plans. In addition, we are welcoming a brand new interface for the Pension Portal login screen. Check out all of the upcoming features below:

1. Workcenter Mass Update: This new feature gives you the ability to update a single task across multiple plans. Filter options include:

a. Template (Annual Admin, Project, etc.)

b. Plan Type

c. Status

d. PYE

e. Administrator

f. Blank due dates

2. New Pension Portal Login screen

3. Intuitive interface for Global Setup, which includes informational text for each module

4. Data Dictionary plan type select and the addition of 5 miscellaneous fields to plan provision

5. Billing updates

6. Step-by-step filtering in reports

Contact Us   |   Learn More about the Pension Portal