Advisors
We are Focused on being a Reliable Consultant, Resource and Partner to You.
The TPA Experts team works with Advisors to be an extension of your team. We provide administration expertise and resources to Advisors, so you can build a strong book of business and your clients can offer a valuable retirement plan solution to their employees.
Working with The TPA Experts
As a worry-free TPA solution, we want each and every advisor that works with us to know that a plan placed with us will be in the best possible hands.
The TPA Experts partners with all types of Financial advisors:
- Independent Advisors
- RIAs (Registered Investment Advisors)
- Advisors from Wirehouses
- Advisors with Banks or Trust Departments
How The TPA Experts can Help Advisors
Help with New Business
Approximately two-thirds of all our new business opportunities come from Financial Advisors. With the 401(k) business being increasingly complicated, it is often an effective tactic to tell clients and prospects that hiring a Financial Advisor/TPA team (each expert in their respective disciplines) will provide peace of mind that their retirement plan is in the best possible hands.
Simplify the Day to Day
The TPA Experts team helps Financial Advisors by handling the day-to-day work associated with plan compliance and plan administration. Our goal is to ensure that our mutual clients' retirement plan administration needs are met so that the plan's Financial Advisor can stay focused on what they do best - giving the best possible advice regarding financial products.
Be a Resource
Since The TPA Experts team works with hundreds of plans using many different investment strategies and recordkeeping platforms, we can offer a breadth of TPA experience and resources to help advisors.