PensionPro is now part of Ascensus.
Ascensus has completed its acquisition of PensionPro. Read the official press release for details.

PensionPro Logo
  • Solutions
    • Employee Census Collection
    • Plan Administration
    • Client Communications
    • Business Operations
    • Newsletters
    • Websites
    • Sales Prospecting
    • Operational Consulting
  • Products
    • TRACK
    • TEAM
    • BUSINESS
    • AUTOMATE
    • BENEFIT INSIGHTS
    • SALESPITCH
    • ProPass
    • ERISApedia
    • Partners
    • Compare Features
  • News & Events
    • PROspectives
    • Events
    • Events Archive
  • About
    • Our Team
    • Leadership
    • Partners
  • Support
  • Login
  • Contact
PensionPro of the Month: Warren Averett

PensionPro of the Month: Warren Averett

by PensionPro | Jan 1, 2019 | News & Events, PROspectives

Paul Perry Paul Perry is a man on a mission. As the leader of Warren Averett’s Risk and Controls division, he is involved in assessing, preventing, and remediating their clients’ cyber security challenges. Perry has spent significant time with small and large TPA...
PensionPro of the Month: ABG Retirement Plan Services

PensionPro of the Month: ABG Retirement Plan Services

by PensionPro | Nov 1, 2018 | News & Events, PPOM

Erin Patton and Harley Donaho ABG Retirement Plan Services is a company in perpetual motion. Since their inception over 50 years ago, they have continuously evolved to survive, thrive, and grow. In the last 20 years, they grew their client count by 400% and, in 2015,...
PensionPro of the Month: Benefit Plans Plus, LLC

PensionPro of the Month: Benefit Plans Plus, LLC

by PensionPro | Oct 1, 2018 | News & Events, PROspectives

Michelle Meyer and Jim Heinzer Systematic and extraordinarily rapid growth is typically associated with success – new revenue, greater profits, and more clients. However, Benefit Plans Plus (BPP) knows all too well that there is a business risk element to rapid...
PensionPro of the Month: Actuarial Ideas, Inc

PensionPro of the Month: Actuarial Ideas, Inc

by PensionPro | Jul 1, 2018 | News & Events, PROspectives

Elliot and Aaron Cohen Client retention is the key to maintaining long-term profitability; it’s a cost-effective practice any TPA firm can use to improve their bottom-line. When retention is high, the firm can focus on enhancing current services, instead of spending...
PensionPro of the Month: Atteberry / Searle, Inc

PensionPro of the Month: Atteberry / Searle, Inc

by PensionPro | May 1, 2018 | News & Events, PROspectives

Rich Searle, ERPA Winning business requires two things: good leads and follow up. Though the principal is basic, it can be easier said than done. Many TPAs struggle with the sales process. Referral-based services require even more sales communication than other types...
Page 24 of 29« First«...2223242526...»Last »

Recent Posts

  • PensionPro Basics
  • NEW Time-Saving Blast Email Filter
  • Merge Documents for Beginners
  • Merge Documents: Advanced Tips and Tricks
  • Introducing the PensionPro Plan Notice Integration

Recent Comments

No comments to show.

Stay Connected

Join our mailing list for the latest updates or send us a note! 

Paper-headset
PensionPro Logo

PensionPro is a business of AmericanTCS, formally launched in 2022. AmericanTCS is dedicated to helping people achieve financial stability and independence by encompassing the full breadth of the trust, custody and retirement offerings.

Solutions

  • Employee Census Collection
  • Plan Administration
  • Client Communications
  • Business Operations
  • Newsletters
  • Websites
  • Sales Prospecting
  • Operational Consulting

Products

  • TRACK
  • TEAM
  • BUSINESS
  • BENEFIT INSIGHTS
  • SALESPITCH
  • ProPass
  • Compare Features

News & Events

  • Home
  • News & Events
  • PROspectives

About

  • Our Team
  • Leadership
  • Partners

Support

Contact



Terms of Service     Privacy Policy    Security    Status

© 2026 PensionPro Software LLC. All Rights Reserved
Manage Consent

To provide the best user experience, we use technologies like cookies to store and/or access device information. This includes third-party analytics, advertising, and functionality tools that may monitor and record your interactions with this site in real time, including pages visited, clicks, and other browsing activity. By clicking "Accept," you consent to this monitoring by us and our third-party service providers. You may decline non-essential tracking by clicking "Decline." For more information, please see our Privacy Statement linked below.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}