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Partner Webinar: Dynamis Graphic

Partner Webinar: Dynamis

Join PensionPro and Dynamis for an informative 60-minute webinar Tuesday, September 9 at 2 p.m. ET to learn how our teams are developing an experience to simplify all stages of the census lifecycle. Dynamis' premium data automation and insights platform coupled with...
Gone Phishing

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...

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PensionPro of the Month: Davis-Bacon Pension Plans

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...

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Great Team vs. Good Players

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...

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PensionPro of the Month: TriStar Pension Consulting

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...

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Making “Census” of Data Security

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...

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PensionPro of the Month: Nova 401(K) Associates

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...

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The Document Restatement Revolution

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,...

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PensionPro of the Month: TWG Benefits, Inc.

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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The New Remote Control

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...

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PensionPro of the Month: Farmer and Betts

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...

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Unicorns and Other Mythical TPA Creatures

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...

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PensionPro of the Month: Pentegra

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...

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