The Principal Financial Group has launched the Third-Party Administrators (TPA) Value-Add Program, a suite of tools, training and resources for practice management, new business prospecting and retirement plan business education.
The Value-Add program offers tools and resources that help TPAs:
- Prospect for new business
- Service existing clients
- Add value to existing relationships
- Implement best practices
- Create efficiencies in their practice
The Principal also offers financial professionals and TPAs:
- State-of-the-art technology and services
- TPA relationship managers and directors of business development
- Total retirement solutions
- An investment platform
"Input from The Principal TPA Council and our years of experience working with TPAs guided the development of this new value-add program," said Jeff Schreiber, vice president of TPA business development at The Principal. "TPAs are continually striving to build their businesses, efficiently manage their practices and provide even better service to financial professionals and clients."
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