Training

We are committed to helping our clients achieve optimum utilization of PensionPro and becoming more efficient TPAs. To that end, we offer PROPASS, a learning management system with a robust selection of interactive training courses.

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3(16) Fiduciary Services Explained (part 2)

Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated.  These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the...

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