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The PensionPro community spans all 50 states with TPAs who range in size from 20 plans to 10,000 plans. Here you can read stories, updates, and insights from both established and emerging leaders. Learn how PensionPros use technology to make their companies grow and become more profitable.

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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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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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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Selling in the Face of a Pandemic

“I’m sorry, our budget has been frozen.” Sound familiar? “We need to make some cuts.” Had any of those calls? “We are in a holding…

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Gone Phishing

In the moments after you realize your email has been compromised, you are overcome with a sense of fear, embarrassment, and denial. What have I…

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Great Team vs. Good Players

On Sunday, February 2nd, many of you will be glued to the TV watching the San Francisco 49ers battle the Kansas City Chiefs in Super…

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Making “Census” of Data Security

During Annual Administration, firms are faced with their most obvious threat to their cyber security; the census data. As TPAs, you know that the data…

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The Document Restatement Revolution

Many third party administrators (TPAs) are in the throes of the second defined benefit restatement cycle. Admittedly, it is a struggle to keep up with…

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The New Remote Control

Millennials were infamous for driving the issue of a remote workforce. There were endless stories of 20-something professionals who worked via laptops from the Santa…

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