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.
Originally published on Planadviser Source: https://www.planadviser.com/ai-will-change-retirement-industry-wont/ One could make the argument that 2023 was the year AI fully entered the public consciousness as a technology…
Hello PensionPros! We know you’re neck-deep in annual administration at the moment and don’t have time to read a blog post today, so we’re going…
PensionPro is on the verge of a giant leap. PensionPro 2.0, set to be released this summer, is built for the future of work and…
The Great Resignation, the Great Reshuffle, the Great Reset – whatever you want to call the last few years, navigating it has been extremely challenging…
California is unique. It’s where movie stars hang out, it’s where tech giants are born, and it’s where the Raisins sing and dance. Well, maybe…
It seems like I can’t open LinkedIn without seeing another announcement about an acquisition in the retirement plan industry. One Digital, Ascensus, and TRA are…
Chad Carroll is a man on the move – both figuratively and literally. He is a Managing Partner at MAP Retirement, which is experiencing intentional…
The dynamics of the retirement plan landscape are shifting rapidly. Now more than ever, plan sponsors and participants are demanding higher levels of service and…
When an advisor selects a TPA to administer a plan, it is a conscious or unconscious extension of the advisor’s brand. Obviously, the financial performance…
It is really easy to spot an A-player. Five minutes into the conversation and Patrick has already answered our next three questions with his in-depth…
