by PensionPro | Nov 17, 2021 | News & Events, PROspectives
Chad Carroll, MAP Retirement Chad Carroll is a man on the move – both figuratively and literally. He is a Managing Partner at MAP Retirement, which is experiencing intentional and rapid growth, having doubled in size over the last six months. Also, Chad managed...
by PensionPro | Nov 17, 2021 | Archive, News & Events, Training
Ethics Webinar Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive...
by PensionPro | Nov 16, 2021 | Archive, News & Events, Training
Join us! Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive case...
by PensionPro | Aug 24, 2021 | News & Events, PROspectives
When an advisor selects a TPA to administer a plan, it is a conscious or unconscious extension of the advisor’s brand. Obviously, the financial performance is key to the combined value proposition, but simultaneously, if the plan falls out of compliance, the...
by PensionPro | Jul 28, 2021 | News & Events, PROPASS, Training, Upcoming Events
Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the...
