The Principal Introduces Resources for TPAs

The Principal Financial Group released educational and practice-management resources for third-party administrators (TPAs).

The TPA Value-Add Program includes tools, training and resources that cover efficient practice management, adding value to relationships already in place, new-business prospecting, servicing existing clients and retirement plan business education.

Many of the tools can be housed on TPAs’ websites or incorporated into their firms’ newsletters.

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“Input from The Principal TPA Council and our years of experience working with TPAs guided the development of this new value-add program,” said Jeff Schreiber, vice president of TPA business development at The Principal.

 

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