Advisors Refer 401(K) Clients To Any TPA..

Do you want to overcome this trend and win?  If so, take a look behind-the-scenes at what other TPAs are doing in their business to hold advisors' attention and increase sales activity.

Let's Take A Look !

3 Ways You Can Help Your TPA Business

TPA Roadmap

Tired Of Going At It Alone?

TPAroadmap provides personalized 1-on-1 coaching, giving you the step-by-step strategies needed to go out, grow your network of advisors and close business.

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TPA Touchpoints

Tired Of Searching Google For Content?   

TPAtouchpoints provides exclusive territory-based access to industry resources, carefully chosen for you to share with your advisors, all year round.

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TPA Proposal

Tired of Proposals That Look Bad?

TPAproposal is web-based software that generates the polished proposal you've always wanted. Beautiful, professional, proposals in minutes!

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"At a fraction of the cost, electronic touchpoints allows us to consistently touch our web of advisors and wholesalers.."

Pat Shelton
Managing Partner, Benefit Plans Plus

"We generate several hundred proposals a year and struggle to deliver them in an efficient, simple and attractive way. Your system eliminates those challenges, and allows me to deliver my value statement.."

Joe Burt
President, Pension Plans Plus

"TPAproposal saves a significant amount of my time.."

Scott Feit
Principal, Prime Pensions, Inc.

"Every day I’m getting a request to look at a plan. Every week I’m closing a plan. The plans we close are better plans with better advisors.."

Bill Clifford
President, BBI
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