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.
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.
Upcoming Member Events
June 9 2022 11am EST - 12:15pm EST
TPA Owner and Professional Online Event with CUNA Mutual
September 14-16, 2022 TPA Owner Visionary Roundtable
Featuring top TPA owner and advisor panels.
Legislative Updates - Monthly
Monthly legislative update and Question & Answer session for TPAbenchmark.com owners and administrators. We hope to see you there!
TPA Owner Roundtables - Tri Weekly
Every third Tuesday for 2022. Member schedule published.