Tag Archives: Tip

Pension Portal: Global Mailer Tip

Are you sending out a mass email and not sure who received it? Checking sent items folder but there is no copy of the email? Now there is a new method to track mass mailings using the Sent Log. Sent Log is located next to the Preview button in the Global Mailer (soon to be […]

Continue reading

Workcenter Tip

Do you know how to be more efficient with tracking your tasks? You can start by creating all of your worksheets using Global Creation in Global Setup. You can create annual administration or project worksheets for a filtered group of plans, or all your plans. In addition, you can specify your plan year reference as […]

Continue reading