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:
*plan count minimums apply
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From client onboarding to plan termination, asset reconciliation to 5500 filings — if it’s trackable, it’s tracked at the Hilb Group. “We pretty much use PensionPro for everything,” said Anne Weinblatt, operations manager for retirement administration at Hilb. The firm has seen 8% annual growth each year for the past four years, increased client retention, and enhanced, seamless customer service. Weinblatt credits a collaborative team, productive sales consultants, and the ability to create custom workflow projects for their varied needs.READ MORE
While each person’s definition of success will be different, three vital elements of our TPA success tend to remain consistent: our clients, employees, and our profits. As small business owners, we tend to wear a lot of hats. We get so busy working in our business that we do not adequately work on our business. So, given how busy we are, what steps should we take when time allows us to wear our CEO hat?READ MORE