The Transamerica Retirement Services Industry Speakers Bureau is a quarterly, interactive webinar. The site features discussions with retirement industry thought-leaders from across the country on current issues of interest to TPA owners and administrators, from liability and tax penalties, to conflicts of interest and fiduciary responsibility.
Future Speakers Bureau Webinars have been scheduled through 2010:
September 28: Charles Lockwood, Principal at ASC Institute, a pension consulting firm; and
December 7: Sal Tripodi, Founder of TRI Pension Services, a nationally-based consulting practice in the employee benefits area.
The TPA Administrator Training Institute is a monthly webinar for TPA firms that work with Transamerica, and each training session is hosted by National TPA Account Manager Mike Zahariades. The webinars cover topics related to the varied functions of Transamerica’s web-based technology, including year-end efficiencies and 5500 tools and resources.
TPAs and administrators who are interested in attending either series and would like to be included on the invitation lists can contact Wendy.Carrillo@Transamerica.com.