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Katrina Mood, ERPA, QPA, QKA & Mike Zahariades, APR One simple sales tactic has led Retirement Plan Administrators (RPA) to impressive growth: follow up. “It’s just something TPA firms traditionally haven’t been good at,” said Katrina Moody, founding partner at...

At PensionPro, the first thing that we ask a potential customer is, “What is your business model?” Is your firm more functionalized where many staff members participate in the execution of your services, or is there one administrator assigned a book of plans who takes...

Jordan Cross, QKA With a background in baseball analytics at a premiere sports agency, Jordan Cross brought a command of statistical analysis to his father’s TPA firm. But his knowledge of the pension industry both began and ended there. “It took me two years to speak...

Ben Henry & Dalton Deluca QRPS has always made security a priority. The firm is one of PensionPro's heaviest users of secure file transfer, sending and receiving more than 9,000 files in 2016. The firm actively looks for ways to improve data sharing. "We have...

Kathy Vida & Maria Delin AimPoint Pension's plan count doubled from 2015 to 2016. The firm attributes the growth to established industry relationships, trust with record keepers, keen organization and tracking, and a dedicated sales force. "A large focus for...

Elizabeth Huffman Retirement Plan Solutions Inc. (RPSI) celebrated its 25th anniversary with peak productivity. After implementing PensionPro in 2015, RPSI experienced a 71% completion rate of their annual administration projects by July 31 -- compared to 35% the year...

Held at PensionPro HQ Training is the key to optimizing resources, whether it is your personnel, your technology or both. The new PensionPro Training Facility is your hub for optimization. Join fellow industry pros to better understand our products and learn best...

Steven P. Greenbaum, CLU, CHFC Altigro Pension Services uses a three-prong strategy for growth: acquisition, organic growth through its new 401k program, and full automation. “We’ve processed so many more plans in the last eight months,” said Steven Greenbaum,...

DWC ERISA Consultants - Adam C. Pozek, ERPA, QPA, CPFA & Kellly Marie Hurd, ERPA, CPC, QPA, QKA It's hard to pin DWC ERISA Consultants to the map. They're everywhere. As a completely virtual office, DWC's 18 team members live in 10 states with clients in 46...

Patricia Curtis, ERPA, QPA, QKA & Angela Demas, ERPA, QKA Retirement Benefit Solutions Retirement Benefit Solutions (RBS) is achieving the efficiency it envisioned. "Our goals were to become even more productive with our time, go paperless and grow the firm...

Pamela J Leitschuh, APA & Birgit M. Cornelius, CPC, QPA, TGPC, ERPA Shortly after implementing the software in 2012, Acuff & Associates became one of the most active daily users of PensionPro. "We operate more efficiently because we can access all data in one...