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  • PensionPro of the Month: Year-End Training Attendees

    Held at PensionPro HQ

    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 optimization. Join fellow industry pros to better understand our products and learn best practices from other TPAs. From implementation training to year-end preparatory bootcamps, PensionPro is here to help TPAs succeed.

    “PensionPro has an impressive and high-tech training facility. They did a great job explaining the software and the materials.” said Scott Feit, Principal of Prime Pensions. Scott shared his firm’s Annual Administration project with the group and, together with PensionPro staff, revised and added features for a better outcome. Thank you Scott for sharing your work!

    Why is the Training Facility so beneficial? PensionPro has implemented over 200 TPA’s on our products. We have discovered over time that if we remove you from your day-to-day environment, we have your undivided attention. You receive more intense training with the added benefit of perspective from other TPA’s. “We gained insight and skills that would have taken much longer had we approached training in the traditional manner,” adds Gary Mauger, Managing Partner at New Pinnacle Consulting Group.

    Those that are looking to evolve and improve their processes through training are certainly PensionPros in our book. “I have only used the system for a year and felt pretty comfortable with our progress. Yet, I learned how quickly an organization can become complacent with their current projects and procedures. I was able to gather many new ideas to incorporate into my projects that will allow our firm to better utilize Worktrays, project fields and due dates” explains Elizabeth Huffman, Operations Workflow Manager at Retirement Plan Solutions, Inc.