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Advisor Bulletin Board PDF Print E-mail

Welcome to TPAbenchmark.com, where our tag-line, is Partnerships in ActionSM 

Our mission is to help connect Advisors, Retirement Plan Advisors and Investment Managers, and Third-Party Administrators (TPAs) to write MORE retirement business together.

One of the ways we are helping achieve that is through our Monthly National Advisor Resource Series, run live, the first Wednesday of every month, at 11am EST.  CE Credit is provided, and we are featuring top retirement plan advisors, sharing best practice insights to help you grow your retirement plan business.  Mark your calendars, and plan to join us on the following dates:

Wed. June 3rd at 11am EST, featured guest speaker, Jamie Greenleaf, Cafaro Greenlead 

Wed July 1st at 11am EST, featured guest speaker, Greg Fiore, Clearview Advisory

Wed August 5th, 11am EST, featured speaker, to be announced soon

Wed September 2nd, 11am EST, featured speaker, Ellen Lander, Renaissance Benefit Advisors Group, LLC (RBA)


To reserve your spot, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it - thank you!

 

Advisor Business Growth

Helping Advisors Grow Their 
Retirement Business.

"I just wanted to send a quick note to say that your website www.tpabenchmark.com was helpful to me when looking for administrators and TPAs for my client last year, and I will continue to use in the future for all my client's needs in this area. In addition, the support and service I've been given by Hynes Associates has been fantastic. Thanks for your help in the past, and I look forward to working with you all in the future."
(~Advisor, Louisiana)

To learn more about how you can help your advisors achieve greater sales success, with TPAbenchmark.com, please CLICK HERE to contact us.

TPA New Business Contacts

Connecting TPAs to Serious 
Retirement Plan Advisors

"We've been very pleased with our participation in www.tpabenchmark.com. The feedback from advisors on this service is very encouraging. We appreciate the opportunity to connect with serious retirement plan advisors and the www.tpabenchmark.com site is a great tool for doing just this. We're delighted to be involved with the site and look forward to continuing to support advisor introductions through the service."
(~TPA Firm Owner, Southeast, U.S.)

If you are a TPA focused on the advisor-market, and you'd like to learn more about becoming involved, please CLICK HERE to learn more.

Value-Added Provider Resources

Providing Value-Added 
Resources to Strengthen 
Advisor Relationships

"We are excited to be teaming up with TPAbenchmark.com and offering our advisors comp- limentary access to this resource. Being able to provide advisors focused on the retirement plan market a means to connect with TPA's is another way we can offer the leadership, strategies, and resources to support these advisors in building their business."
(~Vice President, Retirement Services Firm)

CLICK HERE to learn more about ways for you to become involved in TPAbenchmark.com today!