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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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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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PensionPro of the Month: EGPS

Daniel Liss, CEO Daniel Liss is pushing boundaries. With ten acquisitions under his belt and more in the pipeline, the growth of EGPS is impressive.…

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PPOM

Metrics Are Not the Same as a Mission

As a Fintech company we are obsessed with data and quantifying our productivity as it drives our products and value to our customers. However, as the events…

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Industry Insights