The PensionPro community spans all 50 states with TPAs who range in size from 20 plans to 10,000 plans. Here you can read stories, updates, and insights from both established and emerging leaders. Learn how PensionPros use technology to make their companies grow and become more profitable.

Give the Gift of Cybersecurity with MFA and SSO

You work with sensitive data that needs protection. But you also don’t want to be bogged down by inputting passwords all day long. For these…

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Merge Documents: From Template to Print in Seconds

Are you manually entering stored data from PensionPro into a Word document? Did you know that you can use PensionPro’s Merge Document feature to quickly…

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Building a Community of Pros

About a month ago now, we wrapped up our PensionPro User Group conference in Chicago, Illinois. Here, we got to meet with some of our…

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Take it from a TPA: Event Management

I was a TPA for 33 years before joining PensionPro. One of my biggest concerns was that I would miss something and a plan would…

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All Things PlanSponsorLink

This month’s PROspectives post is about all things PlanSponsorLink! Need to communicate information to all your Plan Sponsors at one time? PlanSponsorLink’s Industry Bulletins tab…

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 In Plain English: The PensionPro API

Hey there PensionPros! I’m going to be talking about our API today—no! Wait! Don’t click away! Listen, I get it. I know your eyes gloss…

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Revolutionizing ProPass: A New Era

In 2020, business as we knew it made a major shift. Our tradition of getting together for in-person events was no longer feasible, and we…

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Tips from the Team: Distributions

Distributions—necessary work that rarely results in a profit. As a former Distribution Processing Supervisor, this predicament was always in the forefront of my mind. The…

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