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What's in Store for 2026 Graphic

What’s In Store for 2026

For the past two years, our PROspectives posts have been released monthly, with a focus on features that may be related to your upcoming deadlines or tips from our team to yours. This quarter, however, we’ve been intentionally quiet. We know how busy you already...
PensionPro 2.0: What You’ve Been Missing

PensionPro 2.0: What You’ve Been Missing

Still using the desktop application and not ready to move to PensionPro 2.0? Join us on May 25th at 2:00 ET to see what enhancements and new features you could be using to evolve the way you work. After you hear about the updates we have been able to make on the web,...

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November Open Demo

November 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 November 3, 2022.

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December Open Demo

December 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 December 8, 2022.

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September Open Demo

September Open Demo

Evolve the way you work. Here's your chance to learn more about PensionPro! Please join us for a free open demo. September 15, 2022.

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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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