We have been digitizing the sales & onboarding process for the retirement plan industry since 2018. We specialize in designing easy to use, frictionless sales tools.
tpa(k) is the marketing name for the tools and services provided by Elite Retirement Alliance, LLC.
Because Elite has been 'white labelling' our services for several years, there is a good chance you've received one of our proposals and not known it.
Our digital sales tools are beautiful to look at, personal (customized) and virtual so that they can be produced from anywhere. All the data is integrated ensuring you never have to enter the same data twice!