Viewpoints about TPA
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Four reasons to consider selling retirement plans
Many financial professionals are hesitant to sell retirement plans because they think they have to be a retirement plan specialist. Learn why that may not be the case, plus four ways adding this service can help you stay competitive and generate new business.
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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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Prospecting strategies to help grow your retirement plan business
As a financial professional and business owner, you know growing your client base isn’t easy, and prospecting for leads can be the most challenging step. Learn how having the proper framework and prospecting tools can help you qualify new opportunities and give you a foot in the door with plan sponsors.
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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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Three key financial metrics for retirement plan TPAs
Is your TPA firm poised to successfully withstand the changing marketplace? These key financial metrics can help you decide.
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Reflections on TPA Day and the value of partnership
The prime reason for National TPA Day is to recognize the role these firms play in the retirement market place and in the success of John Hancock’s retirement plan business. But it’s also a reminder to financial professionals that partnering with TPAs may be an important pathway to success.
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