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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.



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How does one balance great customer service with consistent or even aggressive growth?  The answer is this: by developing a successful onboarding process. 

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User Group Meeting 2017

Harrisburg, PA

Join us at PensionPro HQ for two days of training and collaboration. We'll be holding sessions for beginners and experienced-users alike. Registration is now open.

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The P2P Training Institute powered by PensionPro is featuring a robust training calendar for 2017, focused on your specific needs.

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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.

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