TPA Benchmark


Events Overview

At, 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.  

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

3rd Wednesday Of Every Month

TPA Benchmark legislative updates for members.

Contact Dawn Hynes to Register at

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