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TPA Business Owner Resources


Use NIPA's Business Owner Resources to Grow Revenue, Streamline Processes and Increase Productivity

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 – Find Your Answers FAST is a cloud-based compliance library that provides a new way to quickly find answers to the tough and not so tough questions you face every day. This revolutionary platform combines our proprietary, state of the art search tools and a user friendly, intuitive interface.


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 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. 

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. 


NIPA B2B Exchange

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. 


Receive Quality Coverage and Discounts on Errors & Omissions (E&O) Insurance

As a TPA, you have distinct requirements for E&O coverage, as the risks and exposures your company faces are very specific to businesses dealing with financial transactions. In partnership with Risk Strategies Company (RSC), NIPA members will receive a FREE professional review and analysis of your current program. Further, RSC will match up the best coverage form based on your individual exposure with focus on cost saving options for the firm. 


Meet Your Unique HR Needs with Affinity HR Group

NIPA is proud to announce a new strategic partnership with Affinity HR Group to help you tackle your human resource challenges. All TPA Business Owner members will have access to an expert, affordable resource that is on hand to tackle your difficult "people issues. And all initial consultations are free of charge for NIPA members. 

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 at

Increase Referrals with the 401(k) Sales Champion Workshop

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! 

Generate Leads with 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! 


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!


FedEx Office Discount Program

Enroll in NIPA's FedEx Office discount program and receive discounts on copying, printing and general business services.

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