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.
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…
The beginning of the year is a time when the strategies and plans that were established the prior year are put into action. Collecting census…
Daniel Liss, CEO Daniel Liss is pushing boundaries. With ten acquisitions under his belt and more in the pipeline, the growth of EGPS is impressive.…
As a Fintech company we are obsessed with data and quantifying our productivity as it drives our products and value to our customers. However, as the events…
“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…
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…
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…
Shannon Edwards founded TriStar Pension Consulting in 1999 with the belief that neither she nor anyone she employed should ever have to sacrifice having a…
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…
