The PensionPro community spans all 50 states with TPAs who range in size from 20 plans to 10,000 plans. Here you can read stories, updates, and insights from both established and emerging leaders. Learn how PensionPros use technology to make their companies grow and become more profitable.
Are you manually entering stored data from PensionPro into a Word document? Did you know that you can use PensionPro’s Merge Document feature to quickly…
About a month ago now, we wrapped up our PensionPro User Group conference in Chicago, Illinois. Here, we got to meet with some of our…
Looking to save a few minutes of your time when using both PensionPro and ftwilliam.com? Since we can’t add more time to your day, PensionPro…
I was a TPA for 33 years before joining PensionPro. One of my biggest concerns was that I would miss something and a plan would…
This month’s PROspectives post is about all things PlanSponsorLink! Need to communicate information to all your Plan Sponsors at one time? PlanSponsorLink’s Industry Bulletins tab…
Hey there PensionPros! I’m going to be talking about our API today—no! Wait! Don’t click away! Listen, I get it. I know your eyes gloss…
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…
