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NIPA Customer Marketing Tools for TPAs
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Content is King: Never Lack the Tools to Connect with Customers

From "Download" to "Print, a few short steps separate you from the tools to become your customers' retirement plan expert. NIPA's Customer Marketing Tools are now included in NIPA TPA Business Owner membership


Quality content at your fingertips - all included in NIPA TPA Business Owner membership!

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.

Customer Marketing Tools feature designed templates and expert-driven content that provides TPA business owners with a robust set of tools to enhance plan knowledge for advisors and plan sponsors. Customize the templates with your company information and use the content across multiple media platforms, such as email, social media and printed newsletters.   

The Customer Marketing Tools are now available on the following topics:

  • Participant Loans - 2017

  • Rehired Employees – When Are They Eligible to Participate? 2017 Update

  • Part-Time Employees and Your Retirement Plan 2017 Update

  • What Do TPAs Do?

  • Why a TPA? - Generalist Advisors

  • Why a TPA? - Plan Sponsor

  • Why a TPA? - Specialist Advisors

  • How Self-Employed Income Works - 2017

  • How Much Can I Deduct? - 2017 Update

  • Are You Depositing Salary Deferrals On Time? 2017 

  • Tax Savings Opportunities with Prevailing Wage Contributions - 2017 COLA Updates

  • 2017 COLA Limits - Maximize Your Contributions in 2017

  • The Safe Harbor Solution For Your 401(k) Plan - 2016 

  • Avoid 401(k) Testing with Safe Harbor Matching Contributions - 2016 

  • Participant Loans - 2016 

  • In-Plan Roth Conversions  

  • Have Layoffs Triggered a Partial Plan Termination? 

  • Post-Severance Compensation In a Safe Harbor 401(k) Plan   

All TPA Business Owner members receive instant access to the NIPA Customer Marketing Tools on

  1. Visit the NIPA website and log in with your member username and password

  2. On the left side of the page, click on "Groups" 

  3. Click on "resources" under "Group Name"

  4. Download the template files

  5. Brand it with your company logo and contact information

  6. Distribute to your current and prospective customers 

Please note: This resource is available to TPA Business Owner members only. To learn more about becoming a TPA Business Owner member and how you can access exclusive resources like the NIPA Customer Marketing tools, please contact NIPA Headquarters at 800.999.NIPA (6472).

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