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.

Learn More

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.

Learn More

Upcoming Member Events

Tuesday, July 13 2021 11am EST

Special member round-table session, topics include Cyber Security Project, Summer Promotional Discounts, and more! Members only session.

Wednesday July 14th 1pm EST

Monthly legislative update for members. Member update and Question & Answer Session!

Thursday, July 22 2021 1pm EST

FT Williams exclusive webinar training for TPA Owners, topic “Automation & Efficiency – Cycle 3 and Beyond”. Member registration required.

Tuesday, August 3, 2021 11am EST

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

Tuesday, August 19, 2021 1pm EST

FT Williams exclusive webinar training for TPA Owners, “Automation and Efficiency – Loans, RMDs, Hardships & Terminations “. TPA members will need to register with registration link provided by TPAbenchmark.com.

Tuesday, August 24, 2021 11am EST

Additional round-table session, scheduled for Tuesday, August 24th, details to be announced.