Comparison

Articles

For Sale by Owner  August 31, 2017

Renee Conner, CEO

An acquisition from either perspective can be a tricky business. Research shows that nearly 50% of all acquisitions fail for reasons that you would expect: valuation of the company acquired was too high, a cultural mismatch between the acquired and the acquirer (very common when a large business acquires a small business), or even a lack of understanding of what the true value drivers are of the acquired firm. So, how can small business owners navigate what will certainly be a difficult and emotional process?

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Make Any Mission Possible    July 26, 2017

Renee Conner, CEO

Your business’s changing processes can include anything from selecting a new compliance provider, to moving to the cloud or going paperless, and, yes, even implementing a workflow system. What enables a firm to successfully implement a change? The answer may surprise you.

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Onboarding    June 29, 2017

Renee Conner, PensionPro CEO

With new customers comes new servicing logistics. As a TPA, I remember the challenges that followed rapid growth; onboarding was the most difficult transition to make from an organizational view point. 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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Growing Pains    May 24, 2017

Renee Conner, PensionPro CEO

Growth is something every business dreams of, but sometimes as the business expands the foundation lacks the support necessary to hold additional weight. Where does Human Capital Management (HCM) tie into growth? Though HCM is a broad practice term used by many large corporations, it is very applicable to our retirement plan servicing community.

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Cyber Attacks: How to Limit Your Exposure    April 19, 2017

Darren Conner, PensionPro CTO

If you follow the news, it is difficult to not be aware of the dangers that exist for your electronic information. These days news of a breach of sensitive information is a regular occurrence and many are left feeling helpless to combat cyber predators. However, there are some steps you can take and some good security practices that you should be aware of that can help prevent your company from falling victim to a cyber-attack.

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