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...
by PensionPro | Jan 1, 2017 | News & Events, PROspectives
Elizabeth Huffman Retirement Plan Solutions Inc. (RPSI) celebrated its 25th anniversary with peak productivity. After implementing PensionPro in 2015, RPSI experienced a 71% completion rate of their annual administration projects by July 31 — compared to 35% the...
by PensionPro | Dec 1, 2016 | News & Events, PROspectives
Held at PensionPro HQ Training is the key to optimizing resources, whether it is your personnel, your technology or both. The new PensionPro Training Facility is your hub for optimization. Join fellow industry pros to better understand our products and learn best...
by PensionPro | Oct 1, 2016 | News & Events, PPOM
Debbie J. Smith, APA Northwest Retirement Plan Consultants started small, but they have grown mightily in their two and a half years and now provide administrative services to more than 400 retirement plans. The firm’s president and chief operating officer, Debbie...
by PensionPro | Sep 1, 2016 | News & Events, PROspectives
Steven P. Greenbaum, CLU, CHFC Altigro Pension Services uses a three-prong strategy for growth: acquisition, organic growth through its new 401k program, and full automation. “We’ve processed so many more plans in the last eight months,” said Steven Greenbaum,...
