by PensionPro | Jan 11, 2022 | News & Events, PROspectives
Joni Jennings, Primark Benefits California is unique. It’s where movie stars hang out, it’s where tech giants are born, and it’s where the Raisins sing and dance. Well, maybe not. However, California – specifically Silicon Valley – is a very different...
by PensionPro | Jan 11, 2022 | News & Events, PROspectives
It seems like I can’t open LinkedIn without seeing another announcement about an acquisition in the retirement plan industry. One Digital, Ascensus, and TRA are as hungry as ever but even as you slide down the size spectrum, medium and small-sized firms are using...
by PensionPro | Nov 17, 2021 | News & Events, PROspectives
Chad Carroll, MAP Retirement Chad Carroll is a man on the move – both figuratively and literally. He is a Managing Partner at MAP Retirement, which is experiencing intentional and rapid growth, having doubled in size over the last six months. Also, Chad managed...
by PensionPro | Nov 16, 2021 | Cyber Security, Management Training, News & Events, PROPASS, Training, Upcoming Events, Webinars
Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive case...
by PensionPro | Aug 24, 2021 | News & Events, PROspectives
When an advisor selects a TPA to administer a plan, it is a conscious or unconscious extension of the advisor’s brand. Obviously, the financial performance is key to the combined value proposition, but simultaneously, if the plan falls out of compliance, the client...
