Community
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, TPAbenchmark.com is the right choice for you.
TPAbenchmark.com TPA Visionary Roundtable
September 27-29, 2023 A TPAbenchmark.com TPA Visionary Roundtable Event
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, …
Mark Your Calendars
Please mark your calendars for our upcoming TPA career and market series! All TPA owners and retirement plan career professionals are invited to join us – this is an open forum, and a great way to enhance your career and TPA workplace!
Next Event is on Wednesday April 5th at 12 pm Eastern. Details to follow.