IN CASE YOU MISSED IT!
A replay of our Partner Webinar with Finch is now available to watch on-demand. In this webinar, we demonstrated how the integration between PensionPro and Finch will automate the collection of employer data and aims to simplify the onboarding process for third-party administrators and plan sponsors. Access the slides used during the webinar: Finch slides can be found here, and PensionPro slides can be found here. Access the replay using the button below!
Finch recently announced new platform features for the retirement sector, including enhanced sponsor onboarding, universal recordkeeping and TPA system support, expanded field support and more. Check out the full details on their blog here: Retirement Launch Announcement.