ProTPA stands out as a dynamic ally for advisors, offering a robust array of support services tailored to enhance the advisory experience. Their commitment to personalized support empowers advisors with essential knowledge and tools, ensuring they remain at the forefront of industry trends. With a focus on retirement plan administration, ProTPA equips advisors to tackle its complexities with confidence. The actionable plan health statistics provided by ProTPA are invaluable during advisor-client meetings, facilitating informed decision-making and fostering exceptional client service. ProTPA's dedication to innovation and customer satisfaction positions it as a leader in advisor support services.
Advisors can leverage ProTPA's innovative tools and experienced support team to design retirement plans that are not only easy to manage but also cost-effective. The services offered by ProTPA include open architecture investment choices, access to investment management services, and specialized support throughout the plan design, setup, or transfer process. This comprehensive support empowers advisors to address any client questions with confidence and provide insights into plan health that can drive meaningful discussions during advisor-client meetings.
For those looking to start a new plan or transfer an existing one, ProTPA's professional team is ready to assist every step of the way, helping employers meet their fiduciary responsibilities and setting a new standard in retirement plan administration. Whether it's through providing actionable plan health stats or saving time and managing costs, ProTPA's suite of services is designed to equip advisors with the knowledge and tools needed to stay ahead of industry trends and deliver exceptional service.
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111 Park Ave E, PO Box 636, Mansfield, OH 44901
customerservice@protpa.com
(567) 247-7639
