PensionPro is the industry leader in TPA business solutions. Following our guiding philosophy that data is power, PensionPro connects all aspects of TPA sales, administration workflow and plan sponsor interaction to create a streamlined operational hub. Our unique solutions maximize efficiency and profitability, giving you the ultimate competitive advantage.
Beyond Track, our Team tier consolidates, organizes and tracks what you do, turning your business assumptions into profits through real-time reporting.Features:
Business offers our complete package of software services and features. It goes beyond tracking and reporting to provide actionable business intelligence.Features:
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One simple sales tactic has led Retirement Plan Administrators (RPA) to impressive growth: follow up. “It’s just something TPA firms traditionally haven’t been good at,” said Katrina Moody, founding partner at RPA. “We’re not salespeople, we’re technicians.” But Moody and her partner, Peggy Smith, changed that.READ MORE