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TPA Proposal
We Help TPAs Win MORE Proposals!

Introducing a web-based software that has EVERYTHING you need
to create beautifully-designed proposals       

Watch Demo Get Started

"Just watched a demo of your proposal software…sharp! You need to be hawking that to every TPA on earth…98% NEED it."

November 1, 2018

The "Old School" Way..


How TPA Proposal Fixes The Problem

See The Fix

The Benefits - TPAproposal Software

Look More Professional

Leave the design work to us and begin submitting proposals that represent you as the professional you are! Send proposals with greater confidence!

Less Frustration

Eliminates hour of data entry, typing, copying, saving, revising and emailing. Easily create, edit, and email proposals from your desktop computer or mobile device. Makes it so easy to pause from your day-to-day operations and take advantage of NEW business opportunities! 

Win More

50% of the time TPA’s don’t get to
present their proposal themselves, so we make sure each proposal helps advisors effectively convey YOUR value to plan sponsors.

How TPAproposal Works

You Receive A Phone Call

An advisor in your network calls you with a request for proposal. Awesome!


Login from your computer, mobile phone or tablet. 
Select a proposal template. 

Enter Plan Info

Drop-down menus, pre-populated fee schedules and disclosure language means NO redundant data entry.  

Upload Plan Illustrations

Upload the plan illustrations from any software with just one-click.

Email The Proposal

With one click, email the proposal to the advisor, record keeper or plan sponsor, directly from TPAproposal!

Back To Work

In just minutes, you have sent a proposal that showcases your professional services beautifully.  You can quickly return to your work, with a high chance you'll get a new client!

Win New Business

A few days later, you get another phone call to discuss YOUR proposal...and you will the plan.  Congratulations!

What's My Investment?

In the last 90 days, how many plans did you leave on the table simply because you could not attend the sales meeting where decisions are made?  We know your proposal is often the ONLY thing a plan sponsor has to evaluate when selecting a TPA.  Your proposal has to stand out and effectively market YOU in your absence. We want to make sure that the next time you need to rely on a proposal---that you win!     

TPAproposal Pricing Options

All Plans Have A One-Time Setup Fee




75 Proposals

Edit Any Proposal

One-Click Email

Buy Now

Pro With Illustrations



Unlimited Proposals

Edit Any Proposal

One-Click Email

Upload Illustrations

Buy Now

Pro With Calculations



Unlimited Proposals

Edit Any Proposal

One-Click Email

Upload Illustrations

Auto Sum Fee Page

Coming Soon!

"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

"Step's 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

" TPAproposal is the solution I've been looking for...It saves me time and our proposal looks great. "

Gerald Cathell
President, CRPS

"Just watched a demo of your proposal software…sharp! You need to be hawking that to every TPA on earth…98% NEED it."


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 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.

Have Questions About
Your Proposal?

Let's spend 20 min together talking through your questions on what's working and not working with your proposal. There's NO CHARGE and no pressure.  (No pressure means, even if you don't purchase the software, we will share insights, tricks and tips you can put to use to win more deals.)     

Click on the calendar to select a time.


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TPA Roadmap

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