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Written by Amanda Iverson, Pinnacle Plan Design, LLC At a recent industry conference, I was asked to speak on the topic of TPA business success. While each person’s definition of success will be different, three vital elements of our TPA success tend to remain...

Anne Weinblatt, QKA, QPA, ERPA From client onboarding to plan termination, asset reconciliation to 5500 filings — if it’s trackable, it’s tracked at the Hilb Group. “We pretty much use PensionPro for everything,” said Anne Weinblatt, operations manager for retirement...

It’s getting to be that time of year again. Yes, the holidays are coming, but, as a TPA you know that shortly 92% of all plans that file with the DOL will transmit highly sensitive data to an administrative or actuarial service organization.   According to the...

Jan Davis, President Data security keeps most business owners up at night. Jan Davis sleeps better than most. President and owner of Noble-Davis Consulting, a TPA and record-keeping firm, Davis proactively attacks risk. Her firm engaged in a full risk analysis to...

You’ve been watching the weather for a week and, slowly but surely, a large storm is headed toward your city.   You take advantage of the advanced warning and double-check your disaster recovery procedure and business continuity plan. You make sure everyone knows...

Keith Hawes, Senior Vice President of Operations Hurricane Harvey pummeled Houston and left much of the city submerged, but BOK Financial Asset Management was ready. "We hoped for the best and planned for the worst," said Keith Hawes, BOK's Senior Vice President and...

“I would never hire a millennial.” While the sentiment may be popular in some TPA leadership circles, these are dangerous words. The TPA industry needs to hire the next generation of workers to keep businesses thriving. Currently the largest demographic group in the...

Mickie Murphy, ERPA, QPA, QKA Mickie Murphy keeps her eye out for Pros. “I’ve interviewed a dozen people in the last two years,” explained Murphy. “Experience with PensionPro certainly gets people in the door when I might not have otherwise interviewed them.” Murphy...

There is nothing new about companies buying other companies. Acquisition has been going on since businesses first existed, and are recently quite popular within the TPA industry. As with any purchase, most of the buzz usually surrounds the price of the firm or the...

Matt Schoneman, President The Retirement Advantage (TRA) is a PensionPro power user managing more than 6,000 plan sponsors, 350,000 plan participants, and more than $6 billion in retirement assets under its administration. Like many TPAs, TRA has grown organically and...

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...

Tom Tsaris, APA Embracing change is paying off for Tom Tsaris. By implementing PensionPro for his two businesses, Tsaris has saved more than $130k a year in personnel costs. “That doesn’t account for the dollar value on time savings and efficiencies, which is easily...