by PensionPro | Jun 1, 2016 | News & Events, PROspectives
Pamela J Leitschuh, APA & Birgit M. Cornelius, CPC, QPA, TGPC, ERPA Shortly after implementing the software in 2012, Acuff & Associates became one of the most active daily users of PensionPro. “We operate more efficiently because we can access all data...
by PensionPro | May 1, 2016 | News & Events, PPOM
Amy Ouellette, CFP, ERPA, QPA, QKA Betterment for Business is building new technology solutions for the retirement industry. The company is the only turnkey 401(K) service that includes personalized investment advice for all participants. “Betterment for...
by PensionPro | Apr 1, 2016 | News & Events, PROspectives
Todd A. Henry & Ryan J. Hurst PA Retirement Solutions knows the value of automation and integration. The company has seen 25-30% annual growth since starting business in 2010. “I weigh profitability very heavily with our company,” explains Todd Henry,...
by PensionPro | Mar 1, 2016 | News & Events, PROspectives
Cari Massey-Sears, CPC, QPA Meeting deadlines requires organization and prioritization. The team at Dunbar, Bender & Zapf says PensionPro has helped them refine both. “We can see what needs to be done and when,” said Cari Massey-Sears, special plans...
by PensionPro | Feb 1, 2016 | News & Events, PROspectives
Anthony Warren, QKA Last year, Trinity Pension Consultants achieved its highest new business revenue total. “I’m absolutely certain we would not have achieved those results without SalesPitch,” said Trinity’s Principal, Anthony Warren....
