NIPA membership offers a variety of resources for TPA business owners. As a result, our members' revenue grows dramatically, processes are streamlined and productivity increases.
|"NIPA has allowed us to significantly increase the number of plans each of our benefit administrators handle. We have four or five administrators handling over 400 plans! As a direct result of our NIPA membership, we've generated millions of dollars in new revenue!"|
-Amy Haddan, Vice President, The Benefit Advantage
Step Strategic Marketing - Stay Ahead of the Competition with TPALink
Step Strategic Marketing specializes in developing technology and strategies to help you reach and engage Advisors. This new member benefit will support NIPA in its mission to help members grow revenue, streamline processes and increase productivity by providing access to the mobile sales tool, TPALink.
TPALink key benefits:
- Automate sales activities
- Increase outreach frequency
- Grant advisors instant access to your firm
- Qualify, segment, and track advisors on the go
- CRM integration (Auto-feed)
- Communicate directly with advisors/CPAs on their mobile devices
Learn more about Step Strategic Marketing
Cerulli Associates - Learn Industry Insights and Trends
Cerulli Associates is a leading research firm specializing in asset management and distribution trends worldwide. This new benefit will support NIPA in it's mission to help members grow revenue dramatically, streamline processes, increase productivity and develop life-long relationships.
This member benefit includes:
- Benchmark report which compares your responses to other respondents
- Complimentary issue of Cerulli Edge - Retirement Edition series
- Whitepapers on industry topics
- Featured articles in Strictly Business
- Webcast presentations
By participating in Cerulli's annual, confidential survey, you will receive the aggregate results of the survey as well as a Cerulli Edge - Retirement Edition issue immediately upon submission. Cerulli will provide an analysis of the results through upcoming newsletters.
Learn more about Cerulli Associates
Data Aggregation, Compliance 408(b)(2) & 404(a)(5) and Real Time Benchmarking
from Castle Rock Innovations
Castle Rock Innovations (“CRI”) is a technology product and consulting firm with a proven track record and years of experience delivering, maintaining, and supporting complex technology solutions for the retirement industry. The company has developed the AXIS Retirement Analytics Platform™ (“AXIS”), a leading retirement analytics and compliance solution.
NIPA members receive a
discount for partnering with Castle Rock Innovations to use any of the following
- Data Aggregation
- Compliance 408(b)(2) &
- Real time Benchmarking
Learn more about the AXIS Retirement Analytics Platform™
TPAresources.com – A One-Stop-Shop for Resources to Advance Your TPA Firm
TPAresources.com is a single destination for all the resources you need for running your TPA firm. This resource focuses on a variety of issues that relate to TPA business owners to further develop business opportunities and management skills, covering everything from executive coaching to disaster recovery.
NIPA Business Owner Members receive a complimentary subscription to TPAresources.com – a $600 value! Find service providers, read about best practices, and learn how other TPA business owners are solving problems around staffing, technology, business development, and more.
Learn more about TPAresources.com
What would you do if you had a unique group of peers to share business management ideas for growing your business?
The NIPA B2B Exchange is a series of informal, yet structured, open forums for TPA business owners to share first-person accounts of success stories, best practices and tips to understand and manage business operational challenges you face as a TPA business owner. The NIPA B2B Exchange is an exclusive NIPA Business Owner Member benefit available at no additional cost.
Hosted every month, these business owner-only exchanges will allow you to deep-dive on a specific industry topic and walk away with immediate takeaways to apply to your TPA firm. Don't wait to register - these roundtable discussions are limited to 15 participants each to maximize collaboration.
Learn more about NIPA B2B Exchange
Quality content at your fingertips with NIPA's Customer Marketing Tools
NIPA's Customer Marketing Tools position your TPA firm as the go-to source for industry trends and retirement plan insight. Educate, provide value and earn credibility among your customer base by taking advantage of these tools - all included as part of your NIPA Business Owner membership.
All TPA Business Owner members receive instant access to the NIPA Customer Marketing Tools on NIPA.org!
Learn more about NIPA's Customer Marketing Tools
Increase referrals with the 401(k) Sales Champion Workshop - offered exclusively through NIPA
NIPA is pleased to expand its TPA Business Owner Resources by offering exclusive access to the 401(k) Sales Champion Workshop©, an online, 401(k) sales and service training program that will allow your company to grow referrals and improve client services by providing financial advisers with valuable professional development.
This exclusive program is only available through NIPA! Don’t wait – only a limited number of licenses are available!
Learn more about the 401(k) Sales Champion Workshop
Receive quality coverage and discounts on errors & omission (E&O) insurance
Errors & Omission (E&O) program in partnership with Heffernan Professional Practice Insurance Brokers (PPIB). Members will receive a 5% annual credit on their premium through this program. If your E&O insurance is $12,000 per year, your 5% credit back will be $600. This benefit alone will pay for your annual membership as a NIPA Business Owner.
Learn more the E&O insurance program
Generate leads with custom marketing services offered by TF Campaigns, LLC
In partnership with TF Campaigns, LLC, NIPA is pleased to offer an exclusive discount on a customized lead generation and marketing program. TF Campaigns produces customized lead generation for TPAs, utilizing a proprietary voice-over PowerPoint capability, distributed on behalf of the TPA using a unique e-mail delivery and reporting system. Regularly $1,000 per month, this service is available to NIPA members for only $700 per month — a 30% savings!
Click here to see a sample campaign.
Save on education expenses for you and your staff
As an approved ERPA education sponsor, NIPA is the most cost-effective source for year-round ERPA CPE. You and your staff can earn all the CPE you need on an annual basis through online certificate courses, the NIPA Annual Forum & Expo, designation programs and live and recorded webcasts. Save even more when you enroll your entire staff in NIPA's Webcast Package Program and our Group Tuition Program. These programs allow you to pre-pay educational expenses for you or your staff and achieve maximum savings.
Learn more about these various education discounts.
Savings on The 403(b)/457 Plan Requirements Handbook
In partnership with Thompson Publishing Group, NIPA is pleased to offer an exclusive discount on The 403(b)/457 Plan Requirements Handbook. Regularly $399, this book is available to NIPA members for only $279 — a 30% savings!
Learn more about The 403(b)/457 Plan Requirements Handbook
FedEx Office Discount Program
Enrollment in our FedEx Office discount program – discounts on copying, printing and general business services.
- Single-sided black & white copies $0.033
- Two-sided black & white copies $0.066
- Color copies per page $0.42
- Other all retail services 15% discount
Learn more about the FedEx Office discount program
Questions? Email NIPA Headquarters or call 800.999.NIPA (6472).