Celebrating Industry Leaders

Each month PensionPro selects an innovative operator to highlight their challenges and successes that make them special. We’re proud to highlight our clients and share their stories and insights.

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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News & Events

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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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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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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News & Events

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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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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News & Events