mikeboard
Jun 17 2008, 05:12 PM
How does one get into the TPA business? That is, where do I go to learn more about the industry / designations / etc. For years I have worked for a very successful investment advisor on the support side of the 401(k) business (from an investment standpoint). I'd like to transition to the TPA side of the business, but I don't know where to turn for more information about licensing / designations.
Basically, what would I need to do to be able to get a job at a TPA firm without being entirely confused (or blindsided) when I walked in on day one. (eg. financial advisors have the CFP, accountants have the CPA)
Thanks in advance for your help.
EricWings
Jun 18 2008, 08:16 AM
I would start with ASPPA if you are looking for specific industry exams.
www.asppa.org
JanetM
Jun 18 2008, 09:24 AM
CEBS is good training. ifebp.org is the site
mikeboard
Jun 19 2008, 09:38 AM
That's exactly what I was looking for. Thanks!
ak2ary
Jun 20 2008, 01:55 PM
Not meant at all as a criticism of CEBS which is a very good program, but it targets more someone looking to be an HR/Benefits generalist. The ASPPA program is designed more for someone in a pension TPA business.
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