TPA(k)
Proposal & onboarding delivery
for retirement plans

For plan sponsors, advisors and administrators

From proposal to signed agreement, in one place.

TPA(k) is where retirement plan administration firms deliver their proposals and collect the information needed to set up a new client. If your administrator sent you a proposal, its Ready to Proceed link opens here.

yourfirm.tpak.ai

Your administrator
Every firm has its own address. The name before the first dot is the firm that sent your proposal.
TPA(k)
The address always ends in tpak.ai.
Have a proposal?

Open the PDF your administrator sent and select Ready to Proceed on the last page. There is nothing to start from this page.

How it works

Four steps, started by your administrator

  1. 1

    You receive a proposal

    Your plan administrator emails a PDF with the services and fees proposed for your plan.

  2. 2

    You choose to proceed

    The Ready to Proceed link in the PDF opens a short form on your administrator's TPA(k) address.

  3. 3

    You share the basics

    Company details, plan contacts and a few questions about the plan. Your answers go to the firm that sent the proposal.

  4. 4

    Your agreement is prepared

    Your administrator reviews what you sent and prepares the service agreement for signature.

Who uses TPA(k)

One process, three points of view

Plan sponsors

Review your administrator's proposal and, when you are ready, give them what they need to get started, without printing or mailing forms.

Financial advisors

Receive a proposal as a standard PDF you can read and forward to your client. The link inside works for whoever opens it.

Administration firms

Send proposals under your own name and receive each new client's information in one consistent format.

Before you click

How to tell a TPA(k) link is the real one

It is sensible to check a link before opening it. A genuine one matches all four of these.

  • It came from your administrator

    The link is inside a proposal sent by a firm you or your advisor asked for one.

  • The address ends in tpak.ai

    Not a look-alike spelling, and not followed by another domain name.

  • The firm's name comes first

    The name before the first dot is the firm that sent the proposal.

  • The connection is encrypted

    The address begins with https and your browser shows it as secure.

If anything does not match, or you were not expecting a proposal, do not enter any information. Contact your plan administrator or advisor directly, using a phone number or email address you already have for them.