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PensionPro of the Month: Chad Carroll

Chad Carroll is a man on the move – both figuratively and literally. He is a Managing Partner at MAP Retirement, which is experiencing intentional…

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Navigating The Path Forward

The dynamics of the retirement plan landscape are shifting rapidly. Now more than ever, plan sponsors and participants are demanding higher levels of service and…

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Industry Insights

PensionPro of the Month: Joni Jennings

California is unique. It’s where movie stars hang out, it’s where tech giants are born, and it’s where the Raisins sing and dance. Well, maybe…

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Thinking about selling?

It seems like I can’t open LinkedIn without seeing another announcement about an acquisition in the retirement plan industry. One Digital, Ascensus, and TRA are…

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Industry Insights

Better Together

When an advisor selects a TPA to administer a plan, it is a conscious or unconscious extension of the advisor’s brand. Obviously, the financial performance…

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Industry Insights

PensionPro of the Month: Patrick Forde

It is really easy to spot an A-player. Five minutes into the conversation and Patrick has already answered our next three questions with his in-depth…

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PPOM

PensionPro Joins Mid Atlantic

PITTSBURGH–(BUSINESS WIRE)–Mid Atlantic Capital Group (Mid Atlantic), a leading provider of best-in-class technology-enabled solutions for financial intermediaries and their clients, announced today the acquisition of…

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PensionPro of the Month: Nicholas Pension Consultants

“Culture is a popular buzzword these days, but the deeper we go into the idea, the more benefits we see. Keeping up with technology is not just something we have to do; it is part of…

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Life in the Cloud

2020 saw the world’s workforce abruptly sent home from the office. In the Third Party Administrator (TPA) industry, many of these were highly skilled and independent workers; therefore, due to the increased flexibility, reduction in commute times,…

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Industry Insights