PensionPro is a software platform designed specifically for third-party administrators (TPAs) to streamline and manage the complexities of pension administration and business operations. PensionPro provides tools for tracking and managing clients, retirement plans, contacts, and projects within TPA firms.
The software focuses on project management and profitability analysis, allowing TPAs to review employee time allocation and client fee structures in detail. One of PensionPro’s notable features is its plan sponsor website integration, which allows TPA firms to securely gather information and deliver documents to their clients, improving collaboration and data security. By offering their platform via a cloud service model, PensionPro also removes the IT infrastructure burden, enabling firms to focus on pension management rather than technology maintenance.
How was PensionPro started?
PensionPro was established in 2010 to address the growing challenges TPAs face in pension management and business technology. The company was founded and is led by CEO Renée Conner, who brings over thirty years of TPA experience to the business. The founding team includes Darren Conner (Chief Operating Officer), Christine Burns (Director of Product Management), Melissa Baker (Director of Business Operations), and Parshuram Koirala (Director of Development). Their collective expertise in TPA operations and software development shapes the company’s focus on practical, industry-specific solutions.
Who uses PensionPro?
PensionPro’s primary users are third-party administrators (TPAs) managing retirement plans and related client services. The platform is designed to help these firms increase efficiency, improve data security, and gain better insights into their business operations and profitability. While specific customer names are not provided, the product is tailored exclusively for firms operating in the retirement plan administration sector.
What makes PensionPro unique?
PensionPro differentiates itself by offering a TPA-specific suite of tools that combine project management, profitability analysis, and secure document exchange in a single, integrated platform. The cloud-based delivery model further reduces technology overhead for TPA firms, allowing them to focus on client service and compliance.
You can read more about PensionPro’s history and leadership on their About page.
Use PromptLoop to Uncover Company Data
Looking for more company insights like this? PromptLoop helps you go deeper, providing unique data points and analysis on companies like PensionPro and many others. Automate your research and find the information that matters most. Discover how PromptLoop can accelerate your market intelligence. Get A Free Demo to learn more.