Elite TPAs have been in business for several years, often decades.  They have build an impressive block of business due to a commitment to superior service.  Due to their size and reputation Elite TPAs have a unique opportunity to leverage several aspects of their business to deliver more value to their retirement plan advisor partners.

Yes we do - and we can deliver critical sales and marketing strategies for smaller TPAs.  But there are major components of our strategies that are reserved for Elite TPAs only - and really only work for an Elite TPA profile.

YES, this is critical to the success of our strategies.  We work with select TPAs and define the region and territory that will be exclusive to them.

No.  We are very selective with the Recordkeepers we work with.  They have to have a demonstrated commitment to the TPA market and a respected reputation for service.

No.  We work exclusively with TPAs on sales and marketing strategies designed to increase their sales and retention.

As an Elite TPA you have proven that you can build a successful practice with a combination of excellent service and sales skills.  However there are several alliance opportunities with Recordkeepers and DCIOs that TPA are not taking advantage of.  We leverage our years of experience in Recordkeeping, DCIO and TPA sales to bring innovative tactics to the Elite TPA firms.