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.

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…

Categories
News & Events

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…

Categories
News & Events

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.…

Categories
News & Events

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…

Categories
News & Events

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…

Categories
News & Events

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…

Categories
News & Events

Measuring TPA Success

At a recent industry conference, I was asked to speak on the topic of TPA business success. While each person’s definition of success will be…

Categories
News & Events

Ignorance is Not Bliss

It’s getting to be that time of year again. Yes, the holidays are coming, but, as a TPA you know that shortly 92% of all…

Categories
News & Events

When Disaster Strikes

You’ve been watching the weather for a week and, slowly but surely, a large storm is headed toward your city. You take advantage of the…

Categories
News & Events