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. 

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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How are you addressing the challenge of hiring retirement plan administrators in your own organization, in terms of recruiting and hiring talent?

Industry Leader Interview, with Michelle Marsh, Chief Visionary Officer, Retirement Plan Concepts & Services Dawn Hynes Question: How are you addressing the challenge of hiring …

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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 TPAbenchmark.com!

Thursday, October 28, 2021 11am EST: Growing Retirement Sales Profitably, with CUNA Mutual.  Advisor, TPA Sales and TPA Owner Perspectives.  Please join us for this complimentary event!  Please email dawn@hynesassociates.com to RSVP.  

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