PensionPro of the Month July 2016

Patricia Curtis, ERPA, QPA, QKA & Angela Demas, ERPA, QKA

Retirement Benefit Solutions

Retirement Benefit Solutions (RBS) is achieving the efficiency it envisioned. "Our goals were to become even more productive with our time, go paperless and grow the firm without growing in staff," said Patricia Curtis, Managing Member of RBS. With a company-wide study of internal policies and procedures and implementation of PensionPro, the firm has grown by 30%.

The growth comes from tracking and accountability. "It has given us the ability to team up on projects and manage who completes the tasks along the way," said Angela Demas, Senior Pension Consultant with RBS. "It's helped train employees on annual administration processes and senior consultants also use it for self-review before final review."

RBS was one of PensionPro's initial clients and has gradually implemented more of the software's features and add-ons, like PlanSponsorLink.

"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."

By:
William Renninger
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