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Preparing to Work Anywhere
(Open to owners and management only) There are countless reasons your employees need to work from home. Learn how to deploy a remote work environment, with a special look at industry vendors who have cloud-based software offerings. Takeaway Template: Remote Work...
Distributions: Effective Tracking & Management
Is your Distribution module giving you the metrics and efficiency you seek? Join us for a management level walk-through for optimizing your procedures to deliver more efficient processing and enhance time management. Prerequisite Training Recommended: Distribution...
Security for Operations
(Open to owners and management only) Take a high-level look at how your firm conducts its business through the lens of security. We’ll talk about what cloud and physical security measures you should consider employing, as well as how each individual contributor in...
Selling in the Face of a Pandemic
“I’m sorry, our budget has been frozen.” Sound familiar? “We need to make some cuts.” Had any of those calls? “We are in a holding pattern right now.” You know where this is going. Sales and Business Development professionals across the country are inundated by...
Gone Phishing
In the moments after you realize your email has been compromised, you are overcome with a sense of fear, embarrassment, and denial. What have I done? What does this mean for all of my clients’ files? Who should I tell? What can thieves actually do with the data? I...
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...
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