Viewpoints about TPA
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Are your plan sponsors happy with your service?
How do plan sponsors rate the services they receive from their TPA? We’ll share insightful research and five tips to help you effectively build and grow your business relationship.
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Four talent tips for TPAs
Attracting and retaining the best talent is still one of the key drivers to a TPA firm's long-term success. We’ll look at research on TPA employee satisfaction and offer tips to help keep your employees happy.
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Three ways to help enhance your TPA firm’s technology strategy
TPA firms that service retirement plans may be wondering what they can do to recognize and implement the technologies that will transform their processes and outcomes. Here are a few ideas to help point the way.
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Why 401(k) payroll integration should be a key strategy for TPAs
401(k) payroll integration offers many potential benefits for plan sponsors and third-party administrators. Learn the basics to help you initiate the conversation with clients.
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Building relationships with financial professionals—five tips for TPAs
Our new way of working can make it harder for TPAs to connect with financial professionals. Get five tips to help you build and maintain these relationships.
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Five reasons to partner with a TPA
If you’re a financial professional in pursuit of retirement plan business, it may be time to consider a new type of partnership arrangement. Because TPAs play a key crucial role in the success of their clients' retirement programs, they're also well-positioned to help you build your practice.
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Beefing up your TPA business: four ingredients
Learn about four key ingredients to help strengthen your relationships, build your network, and, ultimately, grow your business.
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Three tips to help avoid becoming an accidental fiduciary
As a third-party administrator (TPA), you may often take initiative to help plan sponsors with various tasks. But could you accidentally cross a line to become a fiduciary by doing these things? We’ll share some tips to help avoid unwanted fiduciary status while still offering excellent service.
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What services does a TPA provide?
If you’re a third-party administrator (TPA) in the retirement industry, then you know you play an important role in making a retirement plan work. You help plan sponsors and financial professionals manage their retirement plans amid changing legislation, regulations, and more. How do you adapt to these evolving needs? We’ve got a few things you can consider to help you determine where you want to focus your energy.
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Retirement TPAs—7 tips for optimizing a hybrid work schedule
The retirement TPA workplace has shifted to a hybrid work schedule: part time in the office and part-time remote. Get 7 tips for managing remote employees and making a seamless transition.
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