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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…
Retirement Plan Solutions Inc. (RPSI) celebrated its 25th anniversary with peak productivity. After implementing PensionPro in 2015, RPSI experienced a 71% completion rate of their…
Training is the key to optimizing resources, whether it is your personnel, your technology or both. The new PensionPro Training Facility is your hub for…
Northwest Retirement Plan Consultants started small, but they have grown mightily in their two and a half years and now provide administrative services to more…
Altigro Pension Services uses a three-prong strategy for growth: acquisition, organic growth through its new 401k program, and full automation. “We’ve processed so many more…
It’s hard to pin DWC ERISA Consultants to the map. They’re everywhere. As a completely virtual office, DWC’s 18 team members live in 10 states…
