by PensionPro | Jul 1, 2017 | News & Events, PROspectives
Tom Tsaris, APA Embracing change is paying off for Tom Tsaris. By implementing PensionPro for his two businesses, Tsaris has saved more than $130k a year in personnel costs. “That doesn’t account for the dollar value on time savings and efficiencies, which is easily...
by PensionPro | Jun 1, 2017 | News & Events, PROspectives
Katrina Mood, ERPA, QPA, QKA & Mike Zahariades, APR One simple sales tactic has led Retirement Plan Administrators (RPA) to impressive growth: follow up. “It’s just something TPA firms traditionally haven’t been good at,” said Katrina Moody, founding partner at...
by PensionPro | May 1, 2017 | News & Events, PROspectives
Jordan Cross, QKA With a background in baseball analytics at a premiere sports agency, Jordan Cross brought a command of statistical analysis to his father’s TPA firm. But his knowledge of the pension industry both began and ended there. “It took me two years to speak...
by PensionPro | Apr 1, 2017 | News & Events, PROspectives
Ben Henry & Dalton Deluca QRPS has always made security a priority. The firm is one of PensionPro’s heaviest users of secure file transfer, sending and receiving more than 9,000 files in 2016. The firm actively looks for ways to improve data sharing....
by PensionPro | Feb 1, 2017 | News & Events, PROspectives
Kathy Vida & Maria Delin AimPoint Pension’s plan count doubled from 2015 to 2016. The firm attributes the growth to established industry relationships, trust with record keepers, keen organization and tracking, and a dedicated sales force. “A large...
