PROspectives

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...