Comparison

PensionPro of the Month

Each month PensionPro selects a Pro to highlight in the TPA industry. We're proud to highlight our clients and share their stories and insights.

 

BOK Financial Asset Mgmt    October 2017
Keith Hawes

Hurricane Harvey pummeled Houston and left much of the city submerged, but BOK Financial Asset Management was ready. "We hoped for the best and planned for the worst," said Keith Hawes, BOK's senior vice president and manager of Institutional Wealth.

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Blue Benefits Consulting    September 2017
Mickie Murphy

Mickie Murphy keeps her eye out for Pros. “I’ve interviewed a dozen people in the last two years,” explained Murphy. “Experience with PensionPro certainly gets people in the door when I might not have otherwise interviewed them.”

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The Retirement Advantage    August 2017
Matt Schoneman, President

The Retirement Advantage (TRA) is a PensionPro power user providing service to more than 6,000 plan sponsors, 350,000 plan participants, and more than $6 billion in retirement assets under its administration.

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All Valley Administrators    July 2017
Tom Tsaris

Embracing change is paying off for Tom Tsaris. By implementing PensionPro for his two businesses, Tsaris has saved more than $130k a year in personnel costs. “That doesn’t account for the dollar value on time savings and efficiencies, which is easily another six figures annually,” he said. 

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401k RPA    June 2017
Katrina Moody + Mike Zahariades

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...

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CrossPlans    May 2017
Jordan Cross

With a background in baseball analytics at a premiere sports agency, Jordan Cross brought a command of statistical analysis to his father’s TPA firm. But his knowledge of the pension industry both began and ended there. “It took me two years to...

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QRPS    April 2017
Ben Henry + Dalton DeLuca

QRPS has always made security a priority. The firm is one of PensionPro's heaviest users of secure file transfer, sending and receiving more than 9,000 files in 2016. The firm actively looks for ways to improve data sharing. "We have always had...

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AimPoint Pension    February 2017
Kathy Vida & Maria Delin

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 tracking, and a dedicated sales force."A large focus for client service is...

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RPSI    January 2017
Elizabeth Huffman

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...

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Year End Training Attendees    December 2016
Held at PensionPro HQ

“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.

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NW Retirement Plan Consultant Services    October 2016
Debbie J. Smith

“One of the major selling points for other TPA firms looking to partner with us has been our use of PensionPro’s suite of services and our ability to guarantee and measure our service standards,” explained Smith.

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Altigro Pension Services    September 2016
Steven P. Greenbaum

Using our new 'Get Started' 401K program and PensionPro’s SalesPitch, our new case conversion process is seamless, quick and cost effective. There is no wasted time.”

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DWC    August 2016
Adam Pozek & Kelly Marie Hurd

Since launching the business in 1999, the business grew virtually, organically. "We never had a traditional brick and mortar office," said Adam C. Pozek, partner at DWC. "We were virtual from day one and it works well for growth."

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Retirement Benefit Solutions    July 2016
Patricia Curtis & Angela Demas

"PensionPro allows us to stay on the leading edge of technology and compete with larger firms," explained Curtis. "We are excited for the integration with ftwilliam.com which will increase efficiency even more."

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Acuff & Associates    June 2016
Pamela J. Leitschuh & Birgit M. Cornelius

"We operate more efficiently because we can access all data in one place," said Pamela Leitschuh, Senior Associate at Acuff & Associates.

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Betterment for Business    May 2016
Amy Ouellette

Betterment for Business is building new technology solutions for the retirement industry. The company is the only turnkey 401(K) service that includes personalized investment advice for all participants. "Betterment for Business helps you answer the question, 'How can my retirement plan best serve my company and its employees?'”

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PA Retirement Solutions    April 2016
Todd Henry & Ryan Hurst

"The less time our employees spend duplicating efforts and trying to collect data, the more attention they can pay to our clients. Integration is huge from a profitability standpoint."

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Dunbar, Bender, & Zapf    March 2016
Cari Massey-Sears

Meeting deadlines requires organization and prioritization. The team at Dunbar, Bender & Zapf says PensionPro has helped them refine both. "We can see what needs to be done and when," said Cari Massey-Sears, special plans coordinator and shareholder at Dunbar, Bender & Zapf.

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Trinity Pension Consultants    February 2016
Anthony Warren

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 Trinity's Principal, Anthony Warren.

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Prime Pensions    January 2016
The Whole Crew at Prime Pensions

Prime Pensions has been using PensionPro for two months. “We love it,” said Uchitel, “It’s helping us become more efficient and allows our administrators to handle more retirement plans. We are growing exponentially.”

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