Why Now
Automation is No Longer Optional
The retirement plan administration industry is at a crossroad.
Fee compression, rising client expectations, and fierce competition from fintechs are reshaping how Third Party Administrators (TPAs) operate.
Traditional models—built on manual work and fragmented systems—are no longer sustainable. Plan sponsors demand faster service, better insights, and lower costs, while participants expect seamless digital experiences.
To thrive in this new era, TPAs must leverage automation and AI.
These technologies reduce repetitive work, increase accuracy, and unlock new opportunities to deliver value. By embracing innovation today, TPAs can protect margins, remain competitive, and position themselves as indispensable partners to sponsors and advisors.
Those who delay risk being left behind as the industry accelerates toward smarter, tech-driven operations.
Our hosts recognize what must be done for the industry to not just survive, but thrive. Automation and technology are here and capable of driving retirement plan consultants into the future. We've shared some resources below to help you on this journey. We will also be sharing a lot more at the event, so please register!
Resources
