TPA Benchmark


Events Overview

At, 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

June 9 2022 11am EST - 12:15pm EST

TPA Owner and Professional Online Event with CUNA Mutual

September 14-16, 2022 TPA Owner Visionary Roundtable

Featuring top TPA owner and advisor panels.

Legislative Updates - Monthly

Monthly legislative update and Question & Answer session for owners and administrators.  We hope to see you there!

TPA Owner Roundtables - Tri Weekly

Every third Tuesday for 2022. Member schedule published.

Check back for more updates

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