PensionPro of the Month

From client onboarding to plan termination, asset reconciliation to 5500 filings — if it’s trackable, it’s tracked at the Hilb Group. “We pretty much use…

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…

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…

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…

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…

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,”…

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…