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PensionPro offers webinars and events to boost your PensionPro skills and learn about our latest updates and features. We are also frequent sponsors and speakers at pension industry events and user group meetings. Subscribe to our newsletter to stay up-to-date on our latest news and events.

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How does one balance great customer service with consistent or even aggressive growth?  The answer is this: by developing a successful onboarding process. 

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User Group Meeting 2017

Harrisburg, PA

Join us at PensionPro HQ for two days of training and collaboration. We'll be holding sessions for beginners and experienced-users alike. Registration is now open.

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The P2P Training Institute powered by PensionPro is featuring a robust training calendar for 2017, focused on your specific needs.

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Make Harrisburg Home

2017 User Group Info

We've collected some useful information on hotels and travel plans, as well as some to-do's and must-see's while you're in the area. Click here for some inspiration on how to Make Harrisburg Home.

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One simple sales tactic has led Retirement Plan Administrators (RPA) to impressive growth: follow up. “It’s just something TPA firms traditionally haven’t been good at,” said Katrina Moody, founding partner at RPA. “We’re not salespeople, we’re technicians.” But Moody and her partner, Peggy Smith, changed that.

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