Upcoming Events
Latest News
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,”…
At PensionPro, the first thing that we ask a potential customer is, “What is your business model?” Is your firm more functionalized where many staff…
With a background in baseball analytics at a premiere sports agency, Jordan Cross brought a command of statistical analysis to his father’s TPA firm. But…
QRPS has always made security a priority. The firm is one of PensionPro’s heaviest users of secure file transfer, sending and receiving more than 9,000…
AimPoint Pension’s plan count doubled from 2015 to 2016. The firm attributes the growth to established industry relationships, trust with record keepers, keen organization and…
