Upcoming Events

May Open Demo

Interested in learning more about PensionPro? Now’s your chance! Please join us for a free open demo on May 24, 2022.

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Events Webinars

PensionPro 2.0 Open Demo

PensionPro is on the verge of a giant leap! Our newly enhanced PensionPro 2.0 is set to be released this summer! It’s all browser-based. It’s…

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Events Webinars

June Open Demo

Now is your chance to learn more about PensionPro! Please join us for a free open demo on June 16, 2022.

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Events Webinars

July Open Demo

Evolve the way you work. Here’s your chance to learn more about PensionPro! Please join us for a free open demo on July 21, 2022.

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Events Webinars

Latest News

The Times They Are a Changin’

PensionPro is on the verge of a giant leap. PensionPro 2.0, set to be released this summer, is built for the future of work and…

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Industry Insights

PensionPro of the Month: Carmen Winters

The Great Resignation, the Great Reshuffle, the Great Reset – whatever you want to call the last few years, navigating it has been extremely challenging…

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PPOM

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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PPOM

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

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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PPOM

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

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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Industry Insights

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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PPOM