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PensionPro of the Month: Davis-Bacon Pension Plans
Cathy Crawford February 6, 2018 is a day that Cathy Crawford, President of Davis-Bacon Pension Plans will never forget; it is the day that her data was hacked. When she arrived at work, the thieves had broken in through her VPN service and all of her files were...

Great Team vs. Good Players
On Sunday, February 2nd, many of you will be glued to the TV watching the San Francisco 49ers battle the Kansas City Chiefs in Super Bowl 54. Imagine if either team came to Miami with just one string of players. Crazy, right? Someone could get hurt, sick or even just...

PensionPro of the Month: TriStar Pension Consulting
Shannon Edwards and Allyson Rentsch, Shannon Edwards founded TriStar Pension Consulting in 1999 with the belief that neither she nor anyone she employed should ever have to sacrifice having a family in order to have a career in the TPA Industry. More than twenty years...

Making “Census” of Data Security
During Annual Administration, firms are faced with their most obvious threat to their cyber security; the census data. As TPAs, you know that the data that you possess contains all the necessary information desired by hackers to destroy a person’s financial...

PensionPro of the Month: Nova 401(K) Associates
Karen Smith and Arasely Valdez Cyber security caught a sleepy industry by surprise. A few years ago, TPAs across the country were scrambling to understand cyber trends and ensure that the way business was always conducted (via email and telephone) was not contributing...

The Document Restatement Revolution
Many third party administrators (TPAs) are in the throes of the second defined benefit restatement cycle. Admittedly, it is a struggle to keep up with all the paperwork and moving parts of the process. Not for The Weiss Group, Inc., doing business as TWG Benefits,...

PensionPro of the Month: TWG Benefits, Inc.
Haskel and Adam Weiss Innovation is a word that can be thrown around too often, but every once in a while it is used to describe something or someone that is truly on the cutting edge. Haskel and Adam Weiss at The Weiss Group, Inc. (dba TWG Benefits, Inc.) fit that...

The New Remote Control
Millennials were infamous for driving the issue of a remote workforce. There were endless stories of 20-something professionals who worked via laptops from the Santa Monica pier while sipping exotic drinks in blissful sunshine. This trend is set to continue as the...

PensionPro of the Month: Farmer and Betts
Tref Farmer, Shareholder The founders of Farmer and Betts met while in college and created a thriving business in the three states that they live and work in; Washington, Oregon, and Colorado. Now, through a national sales force, their business is growing from...

Unicorns and Other Mythical TPA Creatures
Last Thursday at ABC TPA firm… Owner: “We’ve brought on 60 new plans so far this year. We are going to have to hire a new administrator and redistribute the caseloads. The number of plans per administrator is getting really large.”HR Specialist: “Got it. So, what is...

PensionPro of the Month: Pentegra
Jill Williams, QPA, QKA Most TPAs operate as a practice; groups of administrators have their clients and they service them the way that they always have. Over the last 10 years, competition and fee compression has signaled a change in the industry. With TPA Division...

Be Practical. Be Cyber Sensible.
No longer the sole responsibility of the IT Department, cyber security is now part of the lexicon of every company in every industry. The most advanced systems and processes can be thwarted by an employee clicking on what they thought was a harmless meeting...
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