Events
Events Overview
At TPAbenchmark.com, we host a variety of events each month, geared toward meeting the needs of TPA owners. We also host events that include advisors nationally as well. These events have very successfully attended with great reviews, from leading Retirement Plan Advisors.
TPA Events
Each month, we host events for our members, including practice management round-tables, legislative updates, and sessions with distribution leaders. If you are a TPA owner, our Monthly Sales and Marketing Series, with ASPPA CE Credit, is a great way for you to get acquainted with us.
Advisor Events
Our National Advisor Event Series, is a great forum for retirement plan advisors, to glean best practices from leading retirement plan advisors, and partner with Third-Party Administrators. We are proud to offer Fi360 and NAPA credits as part of this series.
Upcoming Member Events
ASPPA Annual
We will be at ASPPA Annual 2023, and have the privilege of presenting a Growth Workshop, entitled, “How to Effectively Market and Grow Your Practice”, on Wednesday, October 25th, 8:30-9:20 am. If you are attending ASPPA Annual the year we’d be delighted to have you join us!
Thank you to the 90 plus TPA owners who joined us for our 2023 TPA Owner Visionary Roundtable and thank you to all the record-keeping, DC-IO and service providers who participated.
Contact Dawn Hynes at dawn@hynesassociates.com.
3rd Wednesday Of Every Month
TPA Benchmark legislative updates for members.