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.
From client onboarding to plan termination, asset reconciliation to 5500 filings — if it’s trackable, it’s tracked at the Hilb Group. “We pretty much use…
It’s getting to be that time of year again. Yes, the holidays are coming, but, as a TPA you know that shortly 92% of all…
Data security keeps most business owners up at night. Jan Davis sleeps better than most. President and owner of Noble-Davis Consulting, a TPA and record-keeping…
You’ve been watching the weather for a week and, slowly but surely, a large storm is headed toward your city. You take advantage of the…
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…
“I would never hire a millennial.” While the sentiment may be popular in some TPA leadership circles, these are dangerous words. The TPA industry needs…
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…
There is nothing new about companies buying other companies. Acquisition has been going on since businesses first existed, and are recently quite popular within the…
The Retirement Advantage (TRA) is a PensionPro power user managing more than 6,000 plan sponsors, 350,000 plan participants, and more than $6 billion in retirement…
Over the years, we have brought many TPA firms through an implementation process to adapt to our products. Though we would like to think that…
