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 owners, interested in joining a high-quality group of TPA owners, coast-to-coast, is the right choice for you.

Growing Sales Profitably: Advisor, TPA and Business Owner Perspectives

Growing Sales Profitably: Advisor, TPA Sales and Business Owner Perspectives Thursday, October 28, 2021 – 11:00am – 12:15pm (EDT) 1.5 ASPPA CE Credits On behalf …

Read More →

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 …

Read More →

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!

Wednesday September 22nd 2021 11am EST: Fall 2021 Kick-Off Event, Planning for a Strong Fall Sell Season, Tips from the Pros

Scroll to Top