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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.

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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Be Practical. Be Cyber Sensible.

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…

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The Evolution of a Business

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…

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Less Risk, More Reward

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.…

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Balancing Sales and Client Retention

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…

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Sales E”Fish”ency

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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The Secret Sauce of Data Security

Nothing is ever truly safe. That is the uncomfortable truth about our world and certainly, connected information systems. It’s uncomfortable to think, and hard to…

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