by Renee Conner | Jul 26, 2017 | News & Events, PROspectives
Over the years, we have brought many TPA firms through an implementation process to adapt to our products. Though we would like to think that becoming a “PensionPro” is nothing but excitement, the truth is that some firms struggle to customize and implement our...
by Renee Conner | May 24, 2017 | News & Events, PROspectives
At PensionPro, the first thing that we ask a potential customer is, “What is your business model?” Is your firm more functionalized where many staff members participate in the execution of your services, or is there one administrator assigned a book of plans who takes...