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"What Type of Employer Should Brokers and Consultants Be Introducing to TPAs?"

This checklist will help you determine which of your clients will benefit most from a TPA and acts as a helpful resource for them to ensure a successful transition from a fully funded model to a self-funded plan.

Any employer with a self-funded plan can (and likely should) be partnered with a third-party administrator (TPA) by their broker or consultant. Partnering with the right TPA ensures your clients’ benefits plans are administered correctly, allowing them the best benefits solutions and greater flexibility at the lowest cost.

The types of employers who would benefit most from a TPA’s services include: 

• Employers with complicated benefits design
• Employers seeking cost-containment strategies
• Employers looking for help with administration
• Employers looking to expand their network

PLUS - this resource includes a customizable flyer you can send to clients who would benefit.

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