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.
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…
PITTSBURGH–(BUSINESS WIRE)–Mid Atlantic Capital Group (Mid Atlantic), a leading provider of best-in-class technology-enabled solutions for financial intermediaries and their clients, announced today the acquisition of…
“Culture is a popular buzzword these days, but the deeper we go into the idea, the more benefits we see. Keeping up with technology is not just something we have to do; it is part of…
2020 saw the world’s workforce abruptly sent home from the office. In the Third Party Administrator (TPA) industry, many of these were highly skilled and independent workers; therefore, due to the increased flexibility, reduction in commute times,…
“Wow, 2020, where do I start?” exclaims Zach Osborne, Plan Consultant. “If I had to summarize it, I would say we moved from being obsessed…
