Join us for an insightful discussion on how working with a Third-Party Administrator (TPA) can create value for advisors and plan sponsors.

Many advisors understand the role TPAs play in plan administration. However, fewer recognize the impact these relationships can have on implementation success, client retention, operational efficiency, and long-term business growth and plan success.

In this session, we'll showcase the success of our TPA program and explore how advisors can benefit from collaborating with TPAs to deliver stronger retirement plan experiences.

We’ll cover the following topics:

• The Fidelity TPA framework and how it supports advisors
• How TPAs can help remove the friction and create better plan sponsor experiences
• Retention strategies that help strengthen client relationships