The work of a TPA is changing. Plan sponsors expect more. Teams are stretched. And every interaction is a chance to either deepen a client relationship—or quietly lose it.
Join PensionPro and Dynamis for a 60-minute webinar, Tuesday, May 12 at 2 p.m. ET, on how the most forward-thinking TPAs are rewriting the playbook.
What we’ll cover:
- What a “census data provider to PensionPro” actually means day-to-day—the integration, the workflow and where the time goes back to your team
- Why every plan sponsor touchpoint is a value moment, and how a simple “let’s take five minutes to connect your payroll” can lock in a client for life
- A new way to think about year-one engagements with plan sponsors—and how the firms getting it right are setting themselves up for stronger, longer client relationships
- Real stories from TPAs using Dynamis today: what shifted, what surprised them and what they’d tell you before you start
Who should attend:
TPA firm owners, operations leaders and administrators thinking about how to scale service quality without scaling headcount.