Like most successful relationships, that of an advisor and a TPA is often about aligning expectations with reality—and that reality is that all TPAs (and all advisors) are not identical in terms of their skills, needs and capabilities. Advisors often take on tasks that a high-quality TPA firm might typically perform. Similarly, TPAs might find their expertise relegated to an after-the-fact clean-up simply because they weren’t involved in the initial discussions, perhaps out of a concern that they’d derail those conversations prematurely. Since each client relationship—and each advisor/TPA combination—is unique, how can you find a match for your unique blend of service and services? In this interactive and engaging webinar, we’ll share: 5 (Bad) assumptions advisors (and sometimes TPAs) make 5 (Good) questions to ask potential advisor partners 1 (Great) way to help share your value and clarify roles.
About the Speakers
Mary Patch, QKA, CPFA, is a Retirement Plan Advisor with Atlatl Advisers. Mary assists advisors, consultants and plan sponsors assess, improve and enhance retirement plans. Her professional background spans more than three decades.
Shannon and her husband of more than 30 years have three children, two daughters-in-law, and their first granddaughter, Charlotte Hazel. When she is not working to empower participants to be able to retire on their own terms, Shannon enjoys spending time with her family in the mountains, on the golf course, and on the beach. One of Shannon’s hidden talents is the ability to skin and breast a duck in under five minutes. Shannon volunteers and fundraises for several local non-profits in Oklahoma such as Make A Wish Oklahoma, Infant Crisis Services and Cleats 4 Kids. Shannon has been in the retirement plan industry for over 30 years. She founded TriStar Pension Consulting more than 20 years ago. Shannon has been a credentialed member of American Society of Pension Professionals & Actuaries (ASPPA) for over 25 years. She has served on and currently serves on many ASPPA and ARA committees. She has served on the ARA Board of Directors and is currently serving on the ASPPA Leadership Council as well as the ARA Council for Women. In addition to ASPPA, Shannon is also an Enrolled Retirement Plan Agent.
Chad started with Plan Design Consultants, Inc. back in 2010 as an extension of the California based consulting team. He was responsible for producing the PDC Comprehensive Retirement Plan Analysis that helps businesses determine the most effective tax saving design, investment provider solutions and operational efficiency to make plan administration smart.easy. awesome. In 2014 Chad became a managing partner of PDC, Inc. and began building out a national consulting team. He is a player/coach for the PDC Consulting team and loves helping his advisor partners shine with their clients.
Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association. One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less, but continues to keep his eye on developments in, and threats to, the nation’s private retirement system. In addition to helping guide the agenda development for the NAPA 401(k) Summit, he’s also the “Nevin” in the Nevin & Fred podcast (along with renowned ERISA attorney Fred Reish), offering irreverent, but relevant perspectives on the critical issues confronting plan sponsors, advisors, and retirement industry professionals.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.