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Data security keeps most business owners up at night. Jan Davis sleeps better than most. President and owner of Noble-Davis Consulting, a TPA and record-keeping…
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…
Hurricane Harvey pummeled Houston and left much of the city submerged, but BOK Financial Asset Management was ready. “We hoped for the best and planned…
“I would never hire a millennial.” While the sentiment may be popular in some TPA leadership circles, these are dangerous words. The TPA industry needs…
Mickie Murphy keeps her eye out for Pros. “I’ve interviewed a dozen people in the last two years,” explained Murphy. “Experience with PensionPro certainly gets…
There is nothing new about companies buying other companies. Acquisition has been going on since businesses first existed, and are recently quite popular within the…
The Retirement Advantage (TRA) is a PensionPro power user managing more than 6,000 plan sponsors, 350,000 plan participants, and more than $6 billion in retirement…
Over the years, we have brought many TPA firms through an implementation process to adapt to our products. Though we would like to think that…
Embracing change is paying off for Tom Tsaris. By implementing PensionPro for his two businesses, Tsaris has saved more than $130k a year in personnel…
One simple sales tactic has led Retirement Plan Administrators (RPA) to impressive growth: follow up. “It’s just something TPA firms traditionally haven’t been good at,”…