TPA Benchmark


Upcoming Member Events

Each month, we provide our TPA owner members, multiple opportunities to engage with one another, through presentations by distribution channel leaders, employee benefits attorneys, and practice management sessions, tailored to meet the needs of the community.  We learn from one another, and collaborate on new ideas that make us all better practitioners.  If you are a TPA owner, interested in joining a high-quality group of TPA owners, coast-to-coast, is the right choice for you. TPA Visionary Roundtable

September 14-16, 2022 A TPA Visionary Roundtable Event  

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Industry Leader Interviews

November 2021 Full Video Interview with Industry Leader Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services

Our blog posts for November, contains highlights of 5 questions we asked our Industry Leader, Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services, …

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Mark Your Calendars

Please mark your calendars for our upcoming TPA owner sales and marketing forums!  All TPA owners are invited to join us – this is an open forum, and a great way for you to learn more about!

Thursday June 9 2022 11am EST:  Sales Opportunities to Drive TPA Sales Growth in Second Half of 2022

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