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NIPA Customer Marketing Tools for TPAs

Content is King: Never Lack the Tools to Connect with Customers

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.   

Current Customer Marketing Tools

  • Rehired Employees –When Are They Eligible to Participate? (2020)
  • Part-Time Employees and Your Retirement Plan (2020)
  • Cost of Living Adjustments (2020)
  • 2020 COLAs (2019)
  • How Self-Employed Income Works (2019)
  • How Much Can I Deduct? (2019)
  • Are You Depositing Salary Deferrals On Time? (2019)
  • Maximize Your Allocations in 2019 with a New Comparability Plan (2018)
  • Maximize Your Contributions in 2019 (2018)
  • Avoid 401(k) Testing With Safe Harbor Matching Contributions (2018)
  • The Safe Harbor Solution for Your 401(k) Plan (2018)
  • Have Layoffs Triggered a Partial Plan Termination? (2018)
  • Rehired Employees – When Are They Eligible to Participate? (2018)
  • Tax Savings Opportunities with Prevailing Wage Contributions (2018 COLA Updates)
  • Participant Loans (2017)

  • In Plan Roth Conversions (2017)

  • Post-Severance Compensation In a Safe Harbor 401(k) Plan (2017)

  • What Do TPAs Do?
  • Why a TPA? - Generalist Advisors
  • Why a TPA? - Plan Sponsor
  • Why a TPA? - Specialist Advisors

Instant Access to NIPA Customer Marketing Tools

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

  • Log into your NIPA member profile and click on Manage Profile in the top right corner of the page
  • Under the Community heading, select Groups
  • Click on Business Owner Members: Resources
  • Download the template files and brand them with your company logo and contact information
  • Distribute to your current and prospective customers

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

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