NIPA Expands TPA Business Owner Resources
CHICAGO, IL, February 15, 2012 -- The National Institute of Pension Administrators (NIPA) is expanding its TPA Business Owner Resources to include the 401k Sales Champion Workshop©, an exclusive online, 401k sales and service training program that will allow TPA firms to grow referrals and improve client services by providing financial advisers with valuable professional development.
As a result, NIPA members can obtain a license that provides exclusive or select geographic territory, allowing for unlimited access to the workshop for financial advisers during the license period. The workshop is offered in partnership with Chris Barlow, Managing Director of KnowHow401k and Ron Bush, Principal, Retirement Research, Inc.
“We have a limited number of license territories available and NIPA is the ideal organization for us to reach the premier TPA in each territory. By partnering exclusively with a local NIPA TPA firm, financial advisers also gain access to a tremendous resource for retirement plan technical expertise and quickly become sales champions ahead of the competition,” said Chris Barlow, Managing Director of KnowHow401k.
“The 401k Sales Champion Workshop© is a unique, cost-effective and memorable way for NIPA members to strengthen their relationships with their financial advisers partners and ultimately improve their company’s bottom line,” said Laura J. Rudzinski, Executive Director, NIPA. “We are pleased to offer this additional resource for our growing membership community.”
The 401k Sales Champion Workshop© is composed of 14 video segments that describe a 7-step process for financial advisers to follow to optimize their 401k sales opportunity. Additionally, the workshop provides access to a variety of E-Tools to aid financial advisers in improving their 401k sales and service efforts.
For more information on this NIPA program and other NIPA TPA Business Owner Services, visit www.nipa.org.
About National Institute of Pension Administrators
The National Institute of Pension Administrators (NIPA) is a national non-profit association representing the retirement and employee benefit plan administration profession. NIPA’s goal is to improve the quality and efficiency of plan administration,and it fosters the highest standard of ethical and professional conduct by providing self-improvement outlets to all members and interested parties. Two main educational programs are offered each year: the executive-focused Business Management Conference and the all-level Annual Conference. The association sponsors two professional designation programs: the Accredited Pension Administrator (APA) and the Accredited Pension Representative (APR). www.nipa.org
About KnowHow 401k
KnowHow401k works with 401k program providers and distributors to be more meaningful, memorable and indispensable to their financial adviser partners by providing 401k sales and service professional development training. Contact Chris Barlow at cbarlow@knowhow401k.com or 937.264.9620 for more information.
About Retirement Research
RRI provides end-to-end retirement market research, industry trends reports and consulting services to financial services organizations.
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