Upcoming Events

Partners Webinar with Plan Notice

We’d like to invite you to our webinar! Join us for our Partners Webinar! Elevate your TPA offerings with Plan Notice, making noticing effortless while…

Categories
Events Webinars

2024 User Group Conference

SAVE THE DATE for our 2024 User Group Conference!  Date: August 11-13, 2024 Location: Chicago, IL

Categories
Events

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…

Categories
PROspectives

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…

Categories
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…

Categories
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…

Categories
PROspectives

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…

Categories
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…

Categories
PROspectives