Upcoming Events
We’d like to invite you to our webinar! Missed the release notes? Join Christine on Thursday, April 18th at 2:00 ET as she walks you…
SAVE THE DATE for our 2024 User Group Conference! Date: August 11-13, 2024 Location: Chicago, IL If you register 3 or more users from your firm,…
Latest News
In 2020, business as we knew it made a major shift. Our tradition of getting together for in-person events was no longer feasible, and we…
Distributions—necessary work that rarely results in a profit. As a former Distribution Processing Supervisor, this predicament was always in the forefront of my mind. The…
It seems like we just rang in the new year, yet we’re already close to the end of February! This likely means that census data…
Originally published on Planadviser Source: https://www.planadviser.com/ai-will-change-retirement-industry-wont/ One could make the argument that 2023 was the year AI fully entered the public consciousness as a technology…
Hello PensionPros! We know you’re neck-deep in annual administration at the moment and don’t have time to read a blog post today, so we’re going…
We’re thrilled to share that we have been awarded a Silver Medal from the Merit Awards within the Software and Apps Category! We’d like to…
PensionPro is on the verge of a giant leap. PensionPro 2.0, set to be released this summer, is built for the future of work and…
The Great Resignation, the Great Reshuffle, the Great Reset – whatever you want to call the last few years, navigating it has been extremely challenging…
California is unique. It’s where movie stars hang out, it’s where tech giants are born, and it’s where the Raisins sing and dance. Well, maybe…
It seems like I can’t open LinkedIn without seeing another announcement about an acquisition in the retirement plan industry. One Digital, Ascensus, and TRA are…
