by Renee Conner | Oct 3, 2018 | News & Events, PROspectives
With over three hundred TPA and actuarial firms on PensionPro, we are fortunate to have the opportunity to work through operational issues with our clients. Surprisingly, it appears business owners and managers today are facing similar operational challenges...
by Renee Conner | Jul 31, 2018 | News & Events, PROspectives
Written in collaboration with Jill Dennis, Partner, Dunbar, Bender & Zapf Ask any business owner to choose what’s more important; existing client retention or new sales, and you’ll find the answer is both. Sales and retention are equally important. Of course,...
by Renee Conner | May 31, 2018 | News & Events, PROspectives
At a recent conference, I heard TPA firm owners and managers lamenting the fact that, though they were adding plans at their normal rate, they were terminating/losing the same number or more. Their concern was that, overall, the number of retirement plans was...
by Renee Conner | Nov 30, 2017 | News & Events, PROspectives
It’s getting to be that time of year again. Yes, the holidays are coming, but, as a TPA you know that shortly 92% of all plans that file with the DOL will transmit highly sensitive data to an administrative or actuarial service organization. According to the...
by Renee Conner | Aug 31, 2017 | News & Events, PROspectives
There is nothing new about companies buying other companies. Acquisition has been going on since businesses first existed, and are recently quite popular within the TPA industry. As with any purchase, most of the buzz usually surrounds the price of the firm or the...
