RETIREMENT PLAN ADVISING

Let TPAs help build your retirement plan business

July 15, 2025

Many retirement plan sponsors hire a third-party administrator, or TPA, to help with plan administration. But the value that TPAs provide can also extend to benefit financial professionals. Watch this short video to learn how, or continue reading below to see some of the ways TPAs can bring value to your practice. 

Benefits of working with TPAs

  • Win more business — Increase plan sponsors’ confidence and potentially win more business by delivering an effective TPA solution for their plans’ administrative and compliance needs.

  • Add TPA experience — Help plan sponsors benefit from creative plan design, timely plan restatements and knowledgeable regulatory support.

  • Focus on your practice — Manage more plans without expanding your staff. Leveraging the experience of TPAs gives you more time for other areas of your practice.

  • Provide local support — TPAs can often meet even small plan sponsors face-to-face to help them navigate complex and time-consuming retirement plan matters.

  • Loyal clients — Independent of plan recordkeepers, TPAs can help keep clients happy and on track with your long-term commitment.

  • Professional referrals — The trust TPAs earn from plan sponsors can translate to professional referrals and valuable sponsor feedback.

 

98% of retirement plans with Capital Group use the services of a TPA,* through our RecordkeeperDirect® and PlanPremier®-TPA solutions.

 

To show prospects or clients the potential benefits of hiring a TPA for their plan, share this one-page brochure that answers the question, “How does a TPA add value to your plan?”

 

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* As of December 31, 2024.

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