TPA Benchmark

TPA Events

Please join us to learn more

If you are a TPA owner and interested in learning more about ways we can help you, we invite you to join our next TPA Owners Sales and Marketing Forum.  Save the date information is included below – and we invite you to register below.

Upcoming Events

At TPAbenchmark.com, we are focused on helping our members GROW and better manage their practices, by providing multiple opportunities each month, to learn and grow from industry experts and one another.  From monthly sales and marketing forums, to owner-only practice management round-tables, to legislatives updates, from industry employee benefits specialists – you’ll join a community that is focused on GROWTH and COMMUNITY. 

What is the biggest challenge for the mid-sized regional TPA?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: Let’s talk for a moment about some other challenges.  What do you …

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What other ways can TPAs be relevant with advisors and sponsors?

Industry Leader Interview, with Russell Hooker, EVP Nova 401k Associates Dawn Hynes Question: What other ways can TPAs be relevant with advisors, with sponsors?  Are …

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Please mark your calendars for our upcoming TPA owner sales and marketing forums!  All TPA owners are invited to join us – this is an open forum, and a great way for you to learn more about TPAbenchmark.com!

Wednesday, September 16th, 2021 11am EST: Retirement Plan Advisor Online Event: Strategies and Opportunities for Retirement Plan Success – Best Practices

Wednesday, September 22nd 2021 11am EST: TPA Owner Fall 2021 Kick-Off Event, Planning for a Strong Fall Sell Season, Tips from the Pros

Mark Your Calendars

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