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Grow Your Plan Count

Grow your firm using cloud-based software, business process optimization, and seamless integrations with compliance software. Use PensionPro to manage all your Third Party Administration operations.

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Accelerate Productivity

PensionPro enables the onboarding and training of employees exponentially faster than sitting with ‘Bill’ in operations.

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Maintain Your Service

Ensure consistent quality across all employees no matter their geography or seniority. PensionPro project templates create scalable workflows and detailed checklists.

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Manage Your Team

View the status of outstanding work at the employee, team, and account level. Our dashboards and reports make running your business more efficient.

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We offer website design and management services, retirement industry focused newsletters, and eLearning for all TPA professionals.

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Convert Your Prospects

Upgrade your website with a fresh new look and attract new clients and partners to help grow your business.

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Grow Your Knowledge

From Cyber Security to Operational Excellence, PensionPro eLearning offers deep insights and tangible outcomes to support professional development.

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Educate Your Plan Sponsors

Supply your plan sponsors with a quarterly newsletter about the most important and relevant retirement topics.

Become a Pro

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.

Select the tier that supports your team.

TRACK

$79 per month

Our point of entry solution, TRACK, includes Customer Relationship Management and reporting.

Features
  • Client, Plan, and Contacts
  • Investment Providers
  • Services Provided
  • Plan Cycle Milestone Dashboard
  • Standard Reporting
  • PlanSponsorLink.com

TEAM

$1.80 per month,
per plan*

Beyond TRACK, our TEAM tier consolidates, organizes and tracks what you do.

Features
  • All TRACK features, plus…
  • Online Data Collection
  • Time Tracking
  • Blast Email
  • Fee Schedules
  • To-Dos
  • ftwilliam.com Integrations
  • Document Specifications
  • Communication Lists
  • Email Notifications

BUSINESS

$2.80 per month,
per plan*

BUSINESS offers our complete package of software services and features.

Features
  • All TEAM features, plus…
  • Workflow
  • Project Dashboards
  • Worktrays
  • Distribution Tracking
  • Custom Reporting
  • Interactions
  • Event Management
  • Access Management
  • Merge Documents
  • API Access

*Plan count minimums apply

Never Stop Learning

We offer a wide range of education and training options to help the TPA community learn from PensionPro staff, industry experts, and their peers.

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