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.

 

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, APA

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, ERPA, QPA, QKA + Mike Zahariades, APR

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, QKA

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, MBA, QPFC + 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, QKA & Maria Delin, CPC, QPA, QKA, TPGC

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, QKA

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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