Articles

Superhighway Robbery

October 24, 2022

This column discusses the importance of protecting all the valuable data a TPA firm is entrusted with regarding people’s retirement savings.

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Tackling The Tough Stuff

October 19, 2022

When we first meet with a client to take over their plan or to design anew plan, one of the very first topics we cover is eligibility.‍

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Super Wonder Tpa

September 26, 2022

This column is intended to convince you that TPAs are modern day superheroes and by the time you are done reading you will be in love with your career choice again, realize how important you and your services are, and be ready to communicate your superpowers to people who should be utilizing your services.

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The Call That Every TPA Dreads

July 20, 2022

Plan termination is probably one of the most difficult processes we deal with as service providers. Here’s a refresher that may help. By Shannon Edwards & Theresa Conti

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The 3 Principles of Digital Persuasion

July 20, 2022

Use these tips to differentiate yourself in your email and social media prospecting. By Erin King

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The Bridge Builders

July 20, 2022

A working group of TPA business owners and execs is exploring ways to bridge the long-standing gap in understanding between advisors and TPA's. By John Ortman

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Diversity of Thought at WiRC

April 15, 2022

Diversity of perspectives is a key component to ensuring that retirement proposals are thoroughly vetted to ultimately create good, workable legislative proposals.

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WiRC Together Again

April 1, 2022

The Women in Retirement Conference was back in person in January. Here's a wrap-up of this year's event.

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Pool It!

March 4, 2022

The experiences of several independent TPAs in sharing resources and expertise offer a look at how it leads to greater productivity and efficiency.

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SBDAs: Proceed with Caution

March 1, 2022

Just because you can doesn’t mean you should...

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