by PensionPro | Aug 1, 2016 | News & Events, PROspectives
DWC ERISA Consultants – Adam C. Pozek, ERPA, QPA, CPFA & Kellly Marie Hurd, ERPA, CPC, QPA, QKA It’s hard to pin DWC ERISA Consultants to the map. They’re everywhere. As a completely virtual office, DWC’s 18 team members live in 10 states...
by PensionPro | Jul 1, 2016 | News & Events, PROspectives
Patricia Curtis, ERPA, QPA, QKA & Angela Demas, ERPA, QKA Retirement Benefit Solutions Retirement Benefit Solutions (RBS) is achieving the efficiency it envisioned. “Our goals were to become even more productive with our time, go paperless and grow the firm...
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,...
