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SAVE THE DATE for our 2024 User Group Conference! Date: August 11-13, 2024 Location: Chicago, IL If you register 2 or more users from your firm,…
Latest News
I was a TPA for 33 years before joining PensionPro. One of my biggest concerns was that I would miss something and a plan would…
This month’s PROspectives post is about all things PlanSponsorLink! Need to communicate information to all your Plan Sponsors at one time? PlanSponsorLink’s Industry Bulletins tab…
We’d like to invite you to our 30-minute New Features Bootcmap! Join us on Thursday, June 27 at 2 PM ET for our Q2 New Features Bootcamp.…
Hey there PensionPros! I’m going to be talking about our API today—no! Wait! Don’t click away! Listen, I get it. I know your eyes gloss…
We’d like to invite you to our webinar! Join us on May 9 at 2 PM ET, where we’ll host Stax.ai as they unveil their…
In 2020, business as we knew it made a major shift. Our tradition of getting together for in-person events was no longer feasible, and we…
Distributions—necessary work that rarely results in a profit. As a former Distribution Processing Supervisor, this predicament was always in the forefront of my mind. The…
It seems like we just rang in the new year, yet we’re already close to the end of February! This likely means that census data…
Originally published on Planadviser Source: https://www.planadviser.com/ai-will-change-retirement-industry-wont/ One could make the argument that 2023 was the year AI fully entered the public consciousness as a technology…
Hello PensionPros! We know you’re neck-deep in annual administration at the moment and don’t have time to read a blog post today, so we’re going…
