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.

Less Risk, More Reward

With over three hundred TPA and actuarial firms on PensionPro, we are fortunate to have the opportunity to work through operational issues with our clients.…

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Balancing Sales and Client Retention

Ask any business owner to choose what’s more important; existing client retention or new sales, and you’ll find the answer is both. Sales and retention…

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Sales E”Fish”ency

At a recent conference, I heard TPA firm owners and managers lamenting the fact that, though they were adding plans at their normal rate, they…

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The Secret Sauce of Data Security

Nothing is ever truly safe. That is the uncomfortable truth about our world and certainly, connected information systems. It’s uncomfortable to think, and hard to…

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Measuring TPA Success

At a recent industry conference, I was asked to speak on the topic of TPA business success. While each person’s definition of success will be…

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Ignorance is Not Bliss

It’s getting to be that time of year again. Yes, the holidays are coming, but, as a TPA you know that shortly 92% of all…

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When Disaster Strikes

You’ve been watching the weather for a week and, slowly but surely, a large storm is headed toward your city. You take advantage of the…

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iWork: The Millenial Workforce

“I would never hire a millennial.” While the sentiment may be popular in some TPA leadership circles, these are dangerous words. The TPA industry needs…

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Selling: An Acquired Taste

There is nothing new about companies buying other companies. Acquisition has been going on since businesses first existed, and are recently quite popular within the…

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Making Any Mission Possible

Over the years, we have brought many TPA firms through an implementation process to adapt to our products. Though we would like to think that…

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