Events

Events Overview

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.

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.

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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.

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Upcoming Member Events

Tuesday, May 4 2021 11am EST

Special member round-table presentation on Cyber Security. Member case study and IT solutions to meet DOL guidelines.

Wednesday May 12th 1pm EST

Monthly legislative update for members. Cyber Security Update, Secure Act 2.0 and your questions!

Tuesday, May 25, 2021 11am

Special member round-table session, agenda to be circulated.

Wednesday, May 26th 1pm EST

TPA Owner Online Webinar Event with Lincoln Financial Group. 1.5 ASPPA CE Awarded. Guest TPA Owners are invited to join us and get to know us better! Click on contact us, to send us an email and we’ll send you an invitation!