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.

Selling in the Face of a Pandemic

“I’m sorry, our budget has been frozen.” Sound familiar? “We need to make some cuts.” Had any of those calls? “We are in a holding…

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Gone Phishing

In the moments after you realize your email has been compromised, you are overcome with a sense of fear, embarrassment, and denial. What have I…

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Great Team vs. Good Players

On Sunday, February 2nd, many of you will be glued to the TV watching the San Francisco 49ers battle the Kansas City Chiefs in Super…

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Making “Census” of Data Security

During Annual Administration, firms are faced with their most obvious threat to their cyber security; the census data. As TPAs, you know that the data…

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The Document Restatement Revolution

Many third party administrators (TPAs) are in the throes of the second defined benefit restatement cycle. Admittedly, it is a struggle to keep up with…

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The New Remote Control

Millennials were infamous for driving the issue of a remote workforce. There were endless stories of 20-something professionals who worked via laptops from the Santa…

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