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

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!

Check back for more updates

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