June 20, 2012
--- 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.
"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.
Jay Polansky