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PensionPro of the Month: Acuff & Associates

Shortly after implementing the software in 2012, Acuff & Associates became one of the most active daily users of PensionPro. “We operate more efficiently because…

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PROspectives

PensionPro of the Month: Betterment for Business

Betterment for Business is building new technology solutions for the retirement industry. The company is the only turnkey 401(K) service that includes personalized investment advice…

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PPOM

PensionPro of the Month: PA Retirement Solutions

PA Retirement Solutions knows the value of automation and integration. The company has seen 25-30% annual growth since starting business in 2010. “I weigh profitability…

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PROspectives

PensionPro of the Month: Dunbar, Bender, & Zapf

Meeting deadlines requires organization and prioritization. The team at Dunbar, Bender & Zapf says PensionPro has helped them refine both. “We can see what needs…

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PROspectives

PensionPro of the Month: Trinity Pension Consultants

Last year, Trinity Pension Consultants achieved its highest new business revenue total. “I’m absolutely certain we would not have achieved those results without SalesPitch,” said…

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PROspectives

PensionPro of the Month: Prime Pensions

Scott Feit and Mike Uchitel, the owners of Prime Pensions, Inc., are the epitome of commitment. They were committed to implementing PensionPro in less than…

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PROspectives