The Hotel Hershey
Hershey, PA
September 11-13, 2022
The PensionPro User Group is back, and we are so excited to invite our clients and sponsors to our neck of the woods, Chocolatetown, USA! Join us for networking and best practices with some of the nation's most successful and brilliant TPAs.
Event Details
When & Where
Sunday, September 11th - Tuesday, September 13th
The Hotel Hershey

100 Hotel Rd. Hershey, PA 17033
Registration
This event is $795 to register, discount offered with ProPass
All sessions, materials, and activities are included in the registration cost.
ProPass users will receive a $100 discount credited to their hotel room after booking their stay. Please note - this credit will apply to one registered attendee per firm with ProPass.

We'll cover a myriad of topics including:
• PensionPro Leadership Panel - What's New, What's Coming
• A Legislative Update & Ethics with Ilene Ferenczy
• The Highly Rated Best Practice Roundtables Are Back!
• PensionPro 2.0 Spotlight - Evolving With You, For You
• Project Optimization For New & Seasoned Users
• Learn About PensionPro's New Integrations
• New Updates to PlanSponsorLink
• And Much More! Stay tuned - we'll be posting the full agenda to the PensionPro website soon!

The sessions are designed to meet most self-report continuing education programs (ex. ASPPA) and at least two will meet ERPA CE requirements.
Lodging & Travel
Book a room at the 'sweetest place on earth'
We have a room block for attendees for the nights of Sunday, September 11th and Monday, September 12th.

Please be sure to book a room within the PensionPro room block by Monday, August 8th to get the group rate!

Attendees and guests are responsible for their own hotel accommodations and transportation to and from the event. Ethics CE credit session will be on Tuesday, please plan your departure accordingly if you are looking to receive that credit. 
Conference
At-A-Glance
Sunday,
September 11th
Welcome to Hershey, PA!
Registration kicks off at 2:30 PM!
Opening Reception
The Hotel Hershey
6:00 PM - 8:00 PM
Monday,
September 12th
A Full Day of Conference Sessions
The Hotel Hershey
Evening Reception
​The Hotel Hershey
​6:00 PM - 8:00 PM

Tuesday,
September 13th
Half-Day of Sessions
The Hotel Hershey
Closing Remarks
12:00 PM ET
Please plan your departure after this time as a courtesy to our presenters.
Full Schedule
*Schedule subject to change
Sunday, September 11th
2:30 PM - 6:00 PM
Registration
Welcome to Hershey, PA and the 2022 User Group Conference! Stop by the registration table to pick up your conference materials.
Starlight Terrace Lobby
3:15 PM - 3:45 PM
Welcome!
Let's kick-off with a greeting from the PensionPro team, housekeeping items, agenda review, and a thank you to our sponsors.
Starlight Terrace
3:45 PM - 4:45 PM
The Art of Change: Evolving Trends of the Retirement Industry & TPAs
Presented by Principal. This presentation focuses on data collection through a 2022 survey of TPA business owners and what trends emerge related to various topics shaping the TPA of the future. We will explore preferences and topics around 3(16) services, workfroce management, technology, and more!
Starlight Terrace
4:45 PM - 5:00 PM
Sponsor Presentation
Starlight Terrace
6:00 PM - 8:00 PM
Welcome Reception
Join us in Castilian for the Welcome Reception.
Monday, September 12th
All conference session are located in Castilian unless otherwise noted.
7:00 AM - 8:00 AM
Breakfast & Networking
Grab breakfast in the Fountain Lobby, then join us in Castilian for the first session of the day!
8:00 AM - 9:15 AM
PensionPro Roadmap - A look back and a look forward
Join us to review our new product releases and future enhancements to PensionPro and PlanSponsorLink and our integration partners.
9:15 AM - 10:30 PM
PensionPro 2.0: The PensionPro of the Future
An in-depth conversation about our journey to migrate PensionPro to a fully browser-based experience. We'll share how your user experience is more flexible than ever and what we can accomplish in the web that we couldn't bring you in the desktop application.
10:30 AM - 10:45 AM
Break & Networking
Enjoy a refreshment and networking with other top TPAs.
10:45 AM - 12:00 PM
Roundtable #1: The Culture of Change
A collaborative conversation to share ideas as well as learn from the experience of others.
12:00 PM - 1:00 PM
Lunch & Networking
Join us in the Fountain Lobby for lunch.
1:00 PM - 2:15 PM
Industry Update from Ilene Ferenczy
Ilene Ferenczy, Ferency Benefits Law Center
This session will be eligible for 1 CE credit.
2:15 PM - 2:45 PM
Choose Your Track
Need a refresher on a few features or need help getting started? You'll have a chance to select Track 1 or Track 2, depending on your interest and experience level.
Track 1 | Merge Documents and DocuSign Integration
Track 2 | Tips and Tricks of Project Design
2:45 PM - 3:15 PM
Choose Your Track
Track 1 | Event Management
Track 2 | Redesigning Distribution Projects
3:15 PM - 3:30 PM
Break & Networking
Enjoy a refreshment and networking with other top TPAs.
3:30 PM - 3:45 PM
Sponsor Presentation
  
3:45 PM - 5:00 PM
Roundtable #2
  
6:00 PM - 8:00 PM
Evening Reception & Dinner
We hope you'll join us on the Starlight Terrace for an evening of good food, drinks, and fun!
Tuesday, September 13th
7:00 AM - 8:00 AM
Breakfast & Networking
Grab breakfast in the Fountain Lobby, then join us in Castilian for the first session of the day!
8:00 AM - 8:30 AM
Choose Your Track
The conversation continues inside your selected track.
Track 1 | Merge Documents and DocuSign Integration
Track 2 | Tips and Tricks of Project Design
8:30 AM - 9:00 PM
Choose Your Track
Track 1 | Event Management
Track 2 | Redesigning Distribution Projects
9:00 AM - 10:30 AM
Ethics with Ilene Ferenczy
Ilene Ferenczy, Ferenczy Benefits Law Center
This session will be eligible for 1 CE credit.
10:30 AM - 10:45 AM
Break & Networking
Enjoy a refreshment and networking with other top TPAs.
10:45 AM - 12:00 PM
Open Mic: Ask the Experts
Have a burning question? Nothing (okay... almost nothing) is off limits! Finish your experience with one last chance to talk directly with the PensionPros.
12:00 PM
Adjournment
  
We look forward to seeing you there!
Register today to confirm your spot at User Group!
Questions?
Reach out to Kate Stucky at [email protected] or call 859-514-8272

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