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PensionPro of the Month: CrossPlans
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...
PensionPro of the Month: QRPS
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...
PensionPro of the Month: AimPoint Pension
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...
PensionPro of the Month: Retirement Plan Solutions, Inc
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...
PensionPro of the Month: Year-End Training Attendees
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...
PensionPro of the Month: Northwest Retirement Plan Consultant Services
Debbie J. Smith, APA Northwest Retirement Plan Consultants started small, but they have grown mightily in their two and a half years and now provide administrative services to more than 400 retirement plans. The firm’s president and chief operating officer, Debbie...
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,...
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