Take full advantage of frequently accessed TPA tools by learning how to use them effectively. These short videos can answer your questions and help guide you.

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Updating TPA fees

It’s easy to update fees on ta-retirement.com with this step-by-step instructional video.

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The advantages of working with us

Learn how to update TPA Choice elections on
ta-retirement.com with this simple instructional video.

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Creating a comprehensive fee report

Quickly generate a comprehensive fee report with the dates and format you select.

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Approving loan and distribution requests

Find out how to easily approve a pending loan or distribution request.