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PensionPro of the Month: Joni Jennings
Joni Jennings, Primark Benefits California is unique. It’s where movie stars hang out, it’s where tech giants are born, and it’s where the Raisins sing and dance. Well, maybe not. However, California - specifically Silicon Valley - is a very different animal when it...
Thinking About Selling?
It seems like I can’t open LinkedIn without seeing another announcement about an acquisition in the retirement plan industry. One Digital, Ascensus, and TRA are as hungry as ever but even as you slide down the size spectrum, medium and small-sized firms are using...
PensionPro of the Month: Chad Carroll
Chad Carroll, MAP Retirement Chad Carroll is a man on the move - both figuratively and literally. He is a Managing Partner at MAP Retirement, which is experiencing intentional and rapid growth, having doubled in size over the last six months. Also, Chad managed this...
Navigating The Path Forward
The dynamics of the retirement plan landscape are shifting rapidly. Now more than ever, plan sponsors and participants are demanding higher levels of service and technology, while at the same time expressing increasing concern over cybersecurity threats and fraudulent...
Ethics in Action with Ilene Ferenczy
Ethics Webinar Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive...
Ethics in Action with Ilene Ferenczy
Join us! Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive case...
Better Together
When an advisor selects a TPA to administer a plan, it is a conscious or unconscious extension of the advisor’s brand. Obviously, the financial performance is key to the combined value proposition, but simultaneously, if the plan falls out of compliance, the...
3(16) Fiduciary Services Explained (part 2)
Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the...
3(16) Fiduciary Services Explained (part 1)
Almost everyone is immersed in either providing or avoiding providing 3(16) services, but it may not be going as you anticipated. These sessions look at the practical side of providing some level of fiduciary services, including what is meant in the industry by the...
PensionPro of the Month: Patrick Forde
Patrick Forde, Empower Retirement It is really easy to spot an A-player. Five minutes into the conversation and Patrick has already answered our next three questions with his in-depth and thoughtful answers surrounding the value of independent TPAs. After 30 years in...
Missing Participants & Distributions with Ilene Ferenczy
Missing participants have long plagued plan sponsors and Third Party Administrators. The U.S. Department of Labor recently shared some warning signs they look for on Form 5500s which indicate that a plan has a problem with missing participants. They also shared...
PensionPro Joins Mid Atlantic
PITTSBURGH--(BUSINESS WIRE)--Mid Atlantic Capital Group (Mid Atlantic), a leading provider of best-in-class technology-enabled solutions for financial intermediaries and their clients, announced today the acquisition of Harrisburg, Pennsylvania-based PensionPro, a...
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