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What's a TPA Proposal?

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We Help TPAs Create Win MORE Business!

We offer web-based software that has EVERYTHING you need to create beautifully-designed proposals you will be proud of and that will project a professionally-branded image of your firm.

Benefits of TPA Proposal

Win More Plans

1- 5% higher conversions than the traditional "bio plus fees" proposal format.
Most TPAs don’t get to present the proposal themselves 30% to 50% of the time.  Help advisors convey your value to plan sponsors.  Respond more quickly to RFP requests.

50% Faster!

Eliminates hours of wasted time per week 
Drop-down lists reduce data entry 
Built-in email allows you to send a proposal in seconds!  Edit, update, and resend proposals from your desktop or mobile device.

Beautiful Design

Stop sending out proposals you don't like.
Achieve the look and feel you've always wanted. Our designers will create a stunning design for your proposal.
Unlimited design options!

""We generate several hundred proposals every 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, especially on those plans when I am not able to attend the finals presentation.""

Joe Burt
President, Pension Plan Specialists

"Exclusive territories gives my business access to unique approaches and ideas not available to my local competitors!"

Gerald Cathell
President, CRPS

"In our market it costs at least $80-100k a year to retain a business development person. As a small business we don't always have the option to hire. At a fraction of the cost, electronic touchpoints allows us to consistently touch our web of advisors and wholesalers. It's convenient for our referral sources, borderless and cost effective for our business. Step's TPAtouchpoints strategy continues to evolve with the market... which keeps our story fresh and expands our distribution and sales revenue."

Pat Shelton
Managing Director, Benefit Plans Plus

How TPA Proposal Works


Login to select your proposal templates on the system. They are customized and branded to your firm.  Enjoy 24/7 access.  Anytime, from any computer or mobile device!

Enter Plan Information

With drop-down lists of advisors and record keepers, pre-populated fee schedules and disclosure language, TPAproposal is designed to save you time and eliminate redundant data entry.  

Upload Illustrations

Upload the plan design illustration with just one-click and the system layers the illustration into the proposal for a professional and polished look! 

Email Proposal To Advisor

Upon completion, your proposal is ready to email to the advisor, record keeper or plan sponsor, directly from TPAproposal!

What's My Investment?

Did you leave 3 or 4 plans on the table in the last 6 months because you did not do as good a job as you want at staying in touch with your advisors?  How many B, C, D advisors selected the lowest cost TPA because they don't understand the value you bring?  For most TPAs, it adds up to thousands of dollars in lost recurring revenue.    

We find TPAs with +$1M revenue can easily apply the TPAroadmap process and strategies across their advisor network and generate recurring revenue of 2-3 times the cost of TPAroadmap.

We invite you to click on the button above and schedule a call to discuss your specific situation/needs.  

Pricing Options




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Frequently Asked Questions

TPAproposal is is a cloud-based proposal system. Our team designs and programs your proposal for you, allowing you to create proposals in minutes.

Yes, you can use the parts of your existing proposal and add in new elements to make it exactly what you need.

You can have as many logins as you need.  You can also restrict what each user sees, or allow each user to see all proposals in the system.

Yes, you can easily view, edit, refresh, and resend any proposal using TPAproposal.

Yes, we can take your existing proposal and set it up on our software.

You can change your proposal at anytime. Maybe you want to add a page on 3(16) services, or you want to take out a page, maybe update your colors or logo.  No problem. Just give us a call and we'll make the changes for you on our end. (A programing fee may apply.)

Yes. TPAproposal works with all the major admin systems.

Yes. Any revenue sharing verbiage, 408(b)2, or any other disclosure you provide will auto-populate based on the recordkeeper or service package you select.

Still Have Questions About
TPA Proposal?

Schedule a FREE 20-minute consultation. Let's spend some time together talking through your questions on what's working and not working in your respective market. There's NO CHARGE for the phone call.  We will share with you insights, ideas and actionable steps you can put to use THIS week. 

Click on the calendar to select a day and time.


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TPA Roadmap

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