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, 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. TPA Visionary Roundtable

September 14-16, 2022 A TPA Visionary Roundtable Event  

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Industry Leader Interviews

November 2021 Full Video Interview with Industry Leader Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services

Our blog posts for November, contains highlights of 5 questions we asked our Industry Leader, Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services, …

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Mark Your Calendars

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!

Thursday, June 9, 2022 11am EST: New Business Opportunities to Drive TPA Sales Growth Second Half of 2022, with CUNA Mutual.  Advisor, TPA Sales and TPA Owner Perspectives.  Please join us for this complimentary event!  Please email to RSVP.  

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