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7SM Partner Webinar Graphic

Partner Webinar: 7 Simple Machines

Join us and our integration partner 7 Simple Machines, makers of Dynamis - the data and insights platform for TPAs - for a 60-minute webinar Tuesday, Dec. 2, at 2:00 p.m. ET. You’ll learn how our partnership is developing new features to streamline the census...
August Open Demo

August Open Demo

Evolve the way you work. Here's your chance to learn more about PensionPro! Please join us for a free open demo on August 18, 2022.  

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PensionPro User Group 2022

PensionPro User Group 2022

The PensionPro User Group is back, and we are so excited to invite our clients and sponsors to our neck of the woods, Chocolatetown, USA! Join us for networking and best practices with some of the nation's most successful and brilliant TPAs. Conference At-A-Glance...

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Benefit Issues in Company M&A

Benefit Issues in Company M&A

M&A continues to be the cause of the most confusing situations encountered by TPAs.   Just when you think you have it licked… another situation arises that makes you crazy. Frankly, it’s common for all the players — the client and the person on the other side...

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PensionPro 2.0 Open Demo

PensionPro 2.0 Open Demo

PensionPro is on the verge of a giant leap! Our newly enhanced PensionPro 2.0 is set to be released this summer! It's all browser-based. It's customizable. It's built for the future of work and the flexibility it mandates.   

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July Open Demo

July Open Demo

Evolve the way you work. Here's your chance to learn more about PensionPro! Please join us for a free open demo on July 21, 2022.  

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The Times They Are a Changin’

The Times They Are a Changin’

PensionPro is on the verge of a giant leap. PensionPro 2.0, set to be released this summer, is built for the future of work and the flexibility it mandates. According to a recent Quora thread, the average worker will click between 5,000 and 7,000 times in a 7-hour...

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PensionPro of the Month: Carmen Winters

PensionPro of the Month: Carmen Winters

Carmen Winters, DBZ The Great Resignation, the Great Reshuffle, the Great Reset - whatever you want to call the last few years, navigating it has been extremely challenging for employers and HR departments. As a result of the COVID-19 pandemic, remote-first policies...

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TPAs & Large Plan Audits

TPAs & Large Plan Audits

Looking for assistance with making large plan audits smoother for your clients (and therefore, you)? Join Chris Beckett and Todd Hallowell of Pension Assurance LLP for our next ProPass session!   This session will equip you with a better understanding of the...

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June Open Demo

June Open Demo

Now is your chance to learn more about PensionPro! Please join us for a free open demo on June 16, 2022.  

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May Open Demo

May Open Demo

Interested in learning more about PensionPro? Now's your chance! Please join us for a free open demo on May 24, 2022.  

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March Open Demo

March Open Demo

Evolve the way you work. If you're interested in learning more about PensionPro, now's your chance! Please join us for a free open demo on March 17, 2022.  

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February Open Demo

February Open Demo

Interested in learning more about PensionPro? Now's your chance! Please join us for a free open demo on February 17, 2022.  

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