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Products June 20, 2012
The Principal Introduces Resources for TPAs
The Principal Financial Group released
educational and practice-management resources for third-party administrators (TPAs).
Reported by
Jay Polansky
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.