In Case You Missed It! The recording of our recent webinar is now available to watch on demand. During this 60-minute webinar, PensionPro and Dynamis shared how our tools are here to help simplify your census processes. We also shared an update on our partnership and...
In Case You Missed It! A replay of our recent webinar with integration partner ftwilliam.com is now available to watch on demand. In this webinar, we hosted ftwilliam.com, and both our teams shared how this integration helps streamline processes and create...
In Case You Missed It! The recording of our recent webinar is now available to watch on demand. During this 30-minute webinar, we reviewed the valuable enhancements we've released over the past few months. Access the recording below to see the new features in...
In Case You Missed It! A replay of our recent 30-minute webinar is now available to watch on demand. In this webinar, Darren Conner, Chief Operating Officer, and Tim McCutcheon, Business Advisor, discussed how the addition of ERISApedia into PensionPro's offerings...
In Case You Missed It! A replay of our recent webinar in conjunction with Empower is now available to watch on demand. In this webinar, we shared how PEPs are reshaping the retirement landscape, how TPAs are being impacted and the options TPAs have to remain...
Available now: 2025 Roadmap Webinar Our recent webinar is now available on demand. Watch the recording to discover the upcoming enhancements coming to PensionPro.
The AmericanTCS 401(k) Composite Benchmark delivered a –1.37% return in the first quarter of 2025, about -1% off of the –0.38% return of the 60/40 Balanced Index. Over the same period, the S&P 500 Index (large cap U.S. stocks) returned -4.27%, as elevated...
Our Lexington office held an annual celebration at the beautiful Fasig Tipton horse farm. It was a great night filled with fine drinks, good food and great company as we enjoyed live music performed by Ben Lacy and remarks from our special guest speaker, Kenny Rice....
Our recent webinar is now available on demand. Watch the recording to discover the latest PensionPro software enhancements designed to streamline your workflow and elevate your user experience. Access the webinar slides here, and watch the full webinar using...
IN CASE YOU MISSED IT! A replay of our recent partner webinar with Finch is now available to watch on demand. In this webinar, Finch showcases how to streamline census collection and optimize processes with their 3(16) services. Interested in unlocking 3(16) services...