Follow The Pros

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.

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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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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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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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 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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