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.
AimPoint Pension’s plan count doubled from 2015 to 2016. The firm attributes the growth to established industry relationships, trust with record keepers, keen organization and…
Retirement Plan Solutions Inc. (RPSI) celebrated its 25th anniversary with peak productivity. After implementing PensionPro in 2015, RPSI experienced a 71% completion rate of their…
Training is the key to optimizing resources, whether it is your personnel, your technology or both. The new PensionPro Training Facility is your hub for…
Altigro Pension Services uses a three-prong strategy for growth: acquisition, organic growth through its new 401k program, and full automation. “We’ve processed so many more…
It’s hard to pin DWC ERISA Consultants to the map. They’re everywhere. As a completely virtual office, DWC’s 18 team members live in 10 states…
Retirement Benefit Solutions (RBS) is achieving the efficiency it envisioned. “Our goals were to become even more productive with our time, go paperless and grow…
Shortly after implementing the software in 2012, Acuff & Associates became one of the most active daily users of PensionPro. “We operate more efficiently because…
PA Retirement Solutions knows the value of automation and integration. The company has seen 25-30% annual growth since starting business in 2010. “I weigh profitability…
Meeting deadlines requires organization and prioritization. The team at Dunbar, Bender & Zapf says PensionPro has helped them refine both. “We can see what needs…
Last year, Trinity Pension Consultants achieved its highest new business revenue total. “I’m absolutely certain we would not have achieved those results without SalesPitch,” said…
