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Elliot and Aaron Cohen Client retention is the key to maintaining long-term profitability; it’s a cost-effective practice any TPA firm can use to improve their bottom-line. When retention is high, the firm can focus on enhancing current services, instead of spending...

At a recent conference, I heard TPA firm owners and managers lamenting the fact that, though they were adding plans at their normal rate, they were terminating/losing the same number or more.   Their concern was that, overall, the number of retirement plans was...

Rich Searle, ERPA Winning business requires two things: good leads and follow up. Though the principal is basic, it can be easier said than done. Many TPAs struggle with the sales process. Referral-based services require even more sales communication than other types...

Nothing is ever truly safe. That is the uncomfortable truth about our world and certainly, connected information systems. It’s uncomfortable to think, and hard to accept, but it is true.   Now that we have acknowledged that, we can talk about what real security...

Dominick Franzini and Eric Burnside Gathering data is no longer enough. In any industry, but especially among TPAs, the chief goal is charting the future – by way of enlightened data analysis. “We must be good at capturing and leveraging data to express valuable...

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...

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...