by PensionPro | Jan 31, 2018 | News & Events, PROspectives
Written by Amanda Iverson, Pinnacle Plan Design, LLC At a recent industry conference, I was asked to speak on the topic of TPA business success. While each person’s definition of success will be different, three vital elements of our TPA success tend to remain...
by PensionPro | Jan 1, 2018 | News & Events, PROspectives
Anne Weinblatt, QKA, QPA, ERPA 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 PensionPro for everything,” said Anne Weinblatt, operations manager for retirement...
by PensionPro | Nov 1, 2017 | News & Events, PROspectives
Jan Davis, President 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 firm, Davis proactively attacks risk. Her firm engaged in a full risk analysis to...
by PensionPro | Oct 1, 2017 | News & Events, PROspectives
Keith Hawes, Senior Vice President of Operations 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 for the worst,” said Keith Hawes, BOK’s Senior...
by PensionPro | Sep 1, 2017 | News & Events, PROspectives
Mickie Murphy, ERPA, QPA, QKA 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 people in the door when I might not have otherwise interviewed them.” Murphy...
