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.
The founders of Farmer and Betts met while in college and created a thriving business in the three states that they live and work in;…
Last Thursday at ABC TPA firm… Owner: “We’ve brought on 60 new plans so far this year. We are going to have to hire a…
Most TPAs operate as a practice; groups of administrators have their clients and they service them the way that they always have. Over the last…
No longer the sole responsibility of the IT Department, cyber security is now part of the lexicon of every company in every industry. The most…
Paul Perry is a man on a mission. As the leader of Warren Averett’s Risk and Controls division, he is involved in assessing, preventing, and…
If you are a seasoned TPA, this month’s PensionPro will certainly elicit some nostalgia. ABG Retirement Plan Services is a dynamic firm that has been…
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.…
Systematic and extraordinarily rapid growth is typically associated with success – new revenue, greater profits, and more clients. However, Benefit Plans Plus (BPP) knows all…
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…
Client retention is the key to maintaining long-term profitability; it’s a cost-effective practice any TPA firm can use to improve their bottom-line. When retention is…
