Educational Series
Your Bundled Provider Is a TPA Too
Understanding the Advisor-Compliance Divide
Short, candid conversations on the working relationship between advisors and TPAs, and how it shapes the plans they serve together.
Three-part video series
The Assumptions Advisors and TPAs Make About Each Other
In this episode, we break down five common assumptions advisors and TPAs often make about one another, and how those misunderstandings can create confusion, inefficiencies, and frustration within retirement plan relationships. We explore why these assumptions exist, where communication gaps typically occur, and how better alignment between advisors and compliance teams can lead to stronger outcomes for clients and plans.
How Better Advisor-TPA Alignment Creates Better Plans
In this episode, we explore five important questions TPAs should be asking advisors to better understand their approach, expectations, and long-term vision for retirement plan clients. We discuss how stronger alignment between advisors and TPAs can improve communication, create more effective plan strategies, and ultimately lead to better outcomes for both plan sponsors and participants.
A Practical Look at What Compliance Administrators Actually Do
In this episode, we walk through an interactive checklist designed to help advisors better understand the services their compliance partners do and do not provide. We explore how greater clarity around responsibilities, processes, and expectations can reduce confusion, improve collaboration, and help build a stronger, more trusted advisor and TPA partnership.
Coming soon
New episode in production. Check back shortly.