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

Dec 6-7 ASPPA Winter Symposium

Discounted registration for TPAbenchmark.com members!

Tuesday, December 7, 2021 11am EST

Special member round-table session, introducing new Partnership Program Participants, joining us in January 2022!

Wednesday, December 8 2021 1pm EST

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

2022 Schedule Coming Soon!

We look forward to working with all our members in 2022, and will be posting our January schedule soon! Best wishes to you and your families for a happy holiday season.