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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, 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. 

Some Highlights from our 2023 TPA Owner Visionary Roundtable

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Read More → TPA Visionary Roundtable

Thank you to the 90 plus TPA owners who joined us for our 2023 TPA Owner Visionary Roundtable and thank you to all the record-keeping, …

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Mark Your Calendars

Please mark your calendars for our upcoming TPA career and market series!  All TPA owners and retirement plan career professionals are invited to join us – this is an open forum, and a great way for you to  enhance your career and TPA workplace.

Next Event is on Wednesday July 5th at 12 p.m. Eastern- Details to follow.       Please join us for this complimentary event!  Please email to RSVP.  

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