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

Planning for 2024 Events

We were honored to be asked by Transamerica Retirement Services, to speak at their December Speaker’s Bureau, and share with TPAs from across the country, a presentation on the Importance of Developing a Business Plan for 2024. We greatly enjoyed participating in this forum and extend our special thanks to Transamerica for the opportunity. I am pleased to share the video recording of this session from December 5, 2023, with all our TPA partners, who would benefit from this session.

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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