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Three is the Perfect Number: The Value of a TPA in the Current Retirement Plan Marketplace
Date: May 8, 2025
Time: 2:00 pm - 3:00 pm EST
This webinar will have an interactive, interview style format with both speakers having years of experience allowing them to share different lenses on the impact and value of Third Party Administrators (TPAs) in the retirement plan space. They will walk through P.R.I.C.E. – does it matter? You bet it does, but not in the way you think. Lastly, our speakers will discuss business development ideas for growing a retirement plan practice (i.e. ideas with recent enactments of the SECURE Act).
By the end of the session, attendees will learn and understand...
- The state of the retirement plan marketplace, including an update on the TPA market.
- The typical roles and responsibilities of a Third Party Administrator.
- The P.R.I.C.E. model.
- How to maintain and grow a retirement plan practice utilizing TPAs and currently available strategies due to recent legislation (e.g. SECURE Act).
This live webinar is approved for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
