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Breaking In To The Business


Guest mikeboard

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Guest mikeboard

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.

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Guest EricWings

I would start with ASPPA if you are looking for specific industry exams.

www.asppa.org

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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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