The PensionPro community spans all 50 states with TPAs who range in size from 20 plans to 10,000 plans. Here you can read stories, updates, and insights from both established and emerging leaders. Learn how PensionPros use technology to make their companies grow and become more profitable.

Revolutionizing ProPass: A New Era

In 2020, business as we knew it made a major shift. Our tradition of getting together for in-person events was no longer feasible, and we…

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Tips from the Team: Distributions

Distributions—necessary work that rarely results in a profit. As a former Distribution Processing Supervisor, this predicament was always in the forefront of my mind. The…

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 How AI Will Change the Retirement Industry, And How It Won’t 

Originally published on Planadviser Source: https://www.planadviser.com/ai-will-change-retirement-industry-wont/ One could make the argument that 2023 was the year AI fully entered the public consciousness as a technology…

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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…

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News & Events

PensionPro of the Month: Carmen Winters

The Great Resignation, the Great Reshuffle, the Great Reset – whatever you want to call the last few years, navigating it has been extremely challenging…

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News & Events

PensionPro of the Month: Joni Jennings

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…

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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…

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PensionPro of the Month: Chad Carroll

Chad Carroll is a man on the move – both figuratively and literally. He is a Managing Partner at MAP Retirement, which is experiencing intentional…

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