TPA Benchmark

August 2021

What is the biggest challenge for the mid-sized regional TPA?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: Let’s talk for a moment about some other challenges.  What do you see coming upon on the end of the year as the biggest challenge for the midsize regional TPA out there? Russell Hooker Answer: I think it’s the impact of the […]

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What other ways can TPAs be relevant with advisors and sponsors?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: What other ways can TPAs be relevant with advisors, with sponsors?  Are you thinking legislatively, educating them on Secure 2.0?  What are some other ways can TPAs be thinking about doing that? Russell Hooker Answer: Dawn one of the things you are

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Other than record keeping wholesalers, what other distribution channels are you having success with?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: What about the DC-IOs, with fewer wholesalers to tap into on the on the record keeping side are you making more of the DCIO opportunities and what about like the possibility of partnering with these annuity providers that are starting to come

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What are some areas TPAs can take advantage of to win take-over opportunities right now?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: What are some other areas where you (TPAs) can take advantage of perhaps taking over as a TPA on a case opportunity?  A lot of folks are talking about the restatement process and it’s an opportunity to add value. Are you seeing

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What’s your outlook for the 2021 Fall Selling Season?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: Moving into August, coming up on the start of Fall Selling Season, what’s your outlook for the 2021 Fall Selling Season? Russell Hooker Answer: I am cautiously optimistic.  I think it’s the question we always ask around this time of year.  When

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