At TPAbenchmark.com, we host a variety of events each month, geared toward meeting the needs of TPA owners. We also a National Advisor Event Series, with approved CE credit for Fi360 and NAPA, on behalf of our TPA members, nationally. These National Advisor Events, have been very successfully attended with great reviews, from leading Retirement Plan Advisors.
Upcoming Member Events
Tuesday, July 13 2021 11am EST
Special member round-table session, topics include Cyber Security Project, Summer Promotional Discounts, and more! Members only session.
Wednesday July 14th 1pm EST
Monthly legislative update for members. Member update and Question & Answer Session!
Thursday, July 22 2021 1pm EST
FT Williams exclusive webinar training for TPA Owners, topic “Automation & Efficiency – Cycle 3 and Beyond”. Member registration required.
Tuesday, August 3, 2021 11am EST
Special member round-table session, agenda to be circulated.
Tuesday, August 19, 2021 1pm EST
FT Williams exclusive webinar training for TPA Owners, “Automation and Efficiency – Loans, RMDs, Hardships & Terminations “. TPA members will need to register with registration link provided by TPAbenchmark.com.
Tuesday, August 24, 2021 11am EST
Additional round-table session, scheduled for Tuesday, August 24th, details to be announced.