PensionProThe 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.
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…
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…
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…
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…
Last Thursday at ABC TPA firm… Owner: “We’ve brought on 60 new plans so far this year. We are going to have to hire a…
No longer the sole responsibility of the IT Department, cyber security is now part of the lexicon of every company in every industry. The most…
If you are a seasoned TPA, this month’s PensionPro will certainly elicit some nostalgia. ABG Retirement Plan Services is a dynamic firm that has been…
With over three hundred TPA and actuarial firms on PensionPro, we are fortunate to have the opportunity to work through operational issues with our clients.…
Ask any business owner to choose what’s more important; existing client retention or new sales, and you’ll find the answer is both. Sales and retention…
At a recent conference, I heard TPA firm owners and managers lamenting the fact that, though they were adding plans at their normal rate, they…
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