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PensionPro Acquires Benefit Insights


HARRISBURG, PA, February 7, 2017 -- On Friday, February 3, 2017, PensionPro Software, LLC, the leading provider of business operations solutions for retirement plan professionals, purchased Benefit Insights, Inc., a communications firm specializing in Plan Sponsor newsletters, secure file transfer and web site design for retirement plan professionals.

The purchase of Benefit Insights, Inc. based in New Bern, NC, allows PensionPro to develop marketing and communications strategies to benefit clients and further increases PensionPro's share in the qualified retirement plan service market. "The acquisition will allow us to assist TPAs in creating and distributing quality, comprehensive news to the pension industry," said PensionPro CEO, Renee Conner. "Benefit Insights has a proven track record and shares our core philosophy of empowering clients by sharing industry information and actively providing data integration."

PensionPro plans to offer marketing and communications curriculum at their newly launched Training Center that focuses on business operations and technology best practices for the pension industry.

Benefit Insights will enhance PensionPro's plan sponsor communication and marketing capabilities through their web site design and newsletter creation system, which is widely used by TPAs.

Benefit Insights will remain a standalone entity, retaining all of its employees and will continue to have the involvement of Donna Lee, President and founder.

"When I knew it was time to sell, the only option was to sell to someone that I knew would take care of my clients in the same way they've come to expect," said Lee. "Renee and her team at PensionPro really show true dedication to their clients, so I knew right away this was the right decision."

About PensionPro

PensionPro (pensionpro.com) is the industry leader in business operations solutions for retirement plan professionals. Founded in 2010, PensionPro was created to help third party administrators (TPAs) lower business risk while also increasing efficiency and profitability. PensionPro seamlessly connects all aspects of TPA sales, administration workflow and plan sponsor interaction in one streamlined operational hub with products to meet the needs of all firms.

About Benefit Insights

For over 30 years, Benefit Insights (benefit-insights.com) has been providing cost-effective marketing and client communication tools to retirement plan professionals by offering websites for TPAs, plan sponsor newsletters and a secure file exchange service.


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