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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...
PensionPro of the Month: Nicholas Pension Consultants
Warwick Nicholas, CEO “Culture is a popular buzzword these days, but the deeper we go into the idea, the more benefits we see. Keeping up with technology is not just something we have to do; it is part of our...
Life in the Cloud
2020 saw the world’s workforce abruptly sent home from the office. In the Third Party Administrator (TPA) industry, many of these were highly skilled and independent workers; therefore, due to the increased flexibility, reduction in commute times, and more control...
PensionPro of the Month: Osborne & Associates, Inc.
Zachary Osborne, APA, Retirement Plan Specialist “Wow, 2020, where do I start?” exclaims Zach Osborne, Plan Consultant. “If I had to summarize it, I would say we moved from being obsessed with growth and client service to simply gratitude.” This sentiment, from such a...
The #1 habit of growing TPAs is collecting good data
The beginning of the year is a time when the strategies and plans that were established the prior year are put into action. Collecting census data and issuing 1099s for distributions have been the focus of many TPAs up to this point. These tasks require the use of...
Software Demonstration
Interested in learning more about PensionPro? Join us for a free software demonstrations to learn about how we handle 5500s and many other of the key features on April 1st at 2.00pm ET. Register here.
PensionPro Security Best Practices: Security Rights & MFA
Here at PensionPro, security is our top priority. With tools like Multi-Factor Authentication, Authorized Computer Management and Security Role Management, we’re giving you tools to make sure your firm’s system security is protected as well. Join us as we walk through...
Project Building Fundamentals
Learn about all the components of PensionPro’s project feature. Gain general project template knowledge to apply to creating your own project templates.
Routine System Housekeeping/Cleaning Up Old Projects
Data is only as good as the most recent update, and your PensionPro system is no exception. Join us for a top level session on how to keep your system clean, including clearing out old projects, deactivating old employees and ways to create a process to continue the...
Onboarding Fundamentals: New Clients & Employee
Learn the basics of how to put process around the creation of new Clients and Employees in PensionPro.
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