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PensionPro of the Month: Altigro Pension Services
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,...
PensionPro of the Month: DWC ERISA Consultants
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...
PensionPro of the Month: Retirement Benefit Solutions
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...
PensionPro of the Month: Acuff & Associates
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...
PensionPro of the Month: Betterment for Business
Amy Ouellette, CFP, ERPA, QPA, QKA Betterment for Business is building new technology solutions for the retirement industry. The company is the only turnkey 401(K) service that includes personalized investment advice for all participants. "Betterment for Business...
PensionPro of the Month: PA Retirement Solutions
Todd A. Henry & Ryan J. Hurst PA Retirement Solutions knows the value of automation and integration. The company has seen 25-30% annual growth since starting business in 2010. "I weigh profitability very heavily with our company," explains Todd Henry, QPA QKA,...
PensionPro of the Month: Dunbar, Bender, & Zapf
Cari Massey-Sears, CPC, QPA Meeting deadlines requires organization and prioritization. The team at Dunbar, Bender & Zapf says PensionPro has helped them refine both. "We can see what needs to be done and when," said Cari Massey-Sears, special plans coordinator...
PensionPro of the Month: Trinity Pension Consultants
Anthony Warren, QKA Last year, Trinity Pension Consultants achieved its highest new business revenue total. "I'm absolutely certain we would not have achieved those results without SalesPitch," said Trinity's Principal, Anthony Warren. SalesPitch is PensionPro's sales...
PensionPro of the Month: Prime Pensions
The Whole Prime Pensions Crew Scott Feit and Mike Uchitel, the owners of Prime Pensions, Inc., are the epitome of commitment. They were committed to implementing PensionPro in less than a week. “Although we don’t recommend it for every client, we were wildly impressed...
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