PROspectives

DWC ERISA Consultants - Adam C. Pozek, ERPA, QPA, CPFA & Kellly Marie Hurd, ERPA, CPC, QPA, QKA It's hard to pin DWC ERISA Consultants to the map. They're everywhere. As a completely virtual office, DWC's 18 team members live in 10 states with clients in 46...

Patricia Curtis, ERPA, QPA, QKA & Angela Demas, ERPA, QKA Retirement Benefit Solutions Retirement Benefit Solutions (RBS) is achieving the efficiency it envisioned. "Our goals were to become even more productive with our time, go paperless and grow the firm...

Pamela J Leitschuh, APA & Birgit M. Cornelius, CPC, QPA, TGPC, ERPA Shortly after implementing the software in 2012, Acuff & Associates became one of the most active daily users of PensionPro. "We operate more efficiently because we can access all data in one...

Todd A. Henry & Ryan J. Hurst PA Retirement Solutions knows the value of automation and integration. The company has seen 25-30% annual growth since starting business in 2010. "I weigh profitability very heavily with our company," explains Todd Henry, QPA QKA,...

Cari Massey-Sears, CPC, QPA Meeting deadlines requires organization and prioritization. The team at Dunbar, Bender & Zapf says PensionPro has helped them refine both. "We can see what needs to be done and when," said Cari Massey-Sears, special plans coordinator...

Anthony Warren, QKA Last year, Trinity Pension Consultants achieved its highest new business revenue total. "I'm absolutely certain we would not have achieved those results without SalesPitch," said Trinity's Principal, Anthony Warren. SalesPitch is PensionPro's sales...

The Whole Prime Pensions Crew Scott Feit and Mike Uchitel, the owners of Prime Pensions, Inc., are the epitome of commitment. They were committed to implementing PensionPro in less than a week. “Although we don’t recommend it for every client, we were wildly impressed...