Guest mikeboard Posted June 17, 2008 Share Posted June 17, 2008 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. Link to comment Share on other sites More sharing options...
Guest EricWings Posted June 18, 2008 Share Posted June 18, 2008 I would start with ASPPA if you are looking for specific industry exams. www.asppa.org Link to comment Share on other sites More sharing options...
JanetM Posted June 18, 2008 Share Posted June 18, 2008 CEBS is good training. ifebp.org is the site JanetM CPA, MBA Link to comment Share on other sites More sharing options...
Guest mikeboard Posted June 19, 2008 Share Posted June 19, 2008 That's exactly what I was looking for. Thanks! Link to comment Share on other sites More sharing options...
ak2ary Posted June 20, 2008 Share Posted June 20, 2008 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. Link to comment Share on other sites More sharing options...
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