Paul Perry is a man on a mission. As the leader of Warren Averett’s Risk and Controls division, he is involved in assessing, preventing, and…
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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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ABG Retirement Plan Services is a company in perpetual motion. Since their inception over 50 years ago, they have continuously evolved to survive, thrive, and…
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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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Systematic and extraordinarily rapid growth is typically associated with success – new revenue, greater profits, and more clients. However, Benefit Plans Plus (BPP) knows all…
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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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Client retention is the key to maintaining long-term profitability; it’s a cost-effective practice any TPA firm can use to improve their bottom-line. When retention is…
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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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Winning business requires two things: good leads and follow up. Though the principal is basic, it can be easier said than done. Many TPAs struggle…
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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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