TPA Benchmark

Advisor Events

Upcoming Events

At, we are pleased to be hosting a National Advisor Event Series, for retirement plan advisors nationally. These event feature top retirement plan specialty advisors sharing best practices with their advisor peers, panel discussions with leading experts in our industry and content that appeals to top advisors. Advisors attending receive CE credit, toward their various designations. Our next advisor event, is listed below – if you are a retirement plan advisor, we invite you to join us here at for a complimentary session to help you expand your practice.

Partnering and Prospecting in 2021: Charting the Path Forward Courtesy of Lincoln Financial

Join us for a Special TPA Online Event Wednesday, May 26, 2021 – 1pm – 2:15pm (EDT) 1.5 hours of ASPPA CE Credit Space is limited, so RSVP quickly to   …

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Growing Retirement Plan Sales In 2021

Retirement Plan Advisors To Benefit Charity of Cru Inner City Thursday, April 8, 2021 – 11:00am – 12:15pm (EDT) 1.5 hours of Fi360 CE Credit (AIF Designation) and 1.5 hours NAPA CE …

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