by PensionPro | Feb 2, 2021 | News & Events, PROspectives
Zachary Osborne, APA, Retirement Plan Specialist “Wow, 2020, where do I start?” exclaims Zach Osborne, Plan Consultant. “If I had to summarize it, I would say we moved from being obsessed with growth and client service to simply gratitude.” This sentiment, from such a...
by PensionPro | Feb 2, 2021 | News & Events, PROspectives
The beginning of the year is a time when the strategies and plans that were established the prior year are put into action. Collecting census data and issuing 1099s for distributions have been the focus of many TPAs up to this point. These tasks require the use of...
by PensionPro | Feb 1, 2021 | News & Events, Upcoming Events
Interested in learning more about PensionPro? Join us for a free software demonstrations to learn about how we handle 5500s and many other of the key features on April 1st at 2.00pm ET. Register...
by PensionPro | Jan 25, 2021 | Software, Training
Here at PensionPro, security is our top priority. With tools like Multi-Factor Authentication, Authorized Computer Management and Security Role Management, we’re giving you tools to make sure your firm’s system security is protected as well. Join us as we walk through...
by PensionPro | Jan 25, 2021 | Software, Training
Learn about all the components of PensionPro’s project feature. Gain general project template knowledge to apply to creating your own project templates.
