Agents/Brokers

Welcome to National Plan Administrators.

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This section should be considered home to all Agents/Brokers who solicit to any of the districts NPA administers a TSA Plan for. NPA continually updates our Plan forms and Approved TSA Providers Lists, posting them to our website. As an Agent/Broker you will have access to the most recent versions on all Plan forms and Approved Providers Lists required to perform your job correctly. Everything can be reached via the link provided to your right.

IMPORTANT: Prior to soliciting employees under a 403(b) plan, all agents must complete a solicitor’s agreement for each school district.

Retirement Plan Services

Select Your State and Plan

  • Solicitors Agreements
  • Salary Reduction Agreements
  • Transaction Authorization Forms
  • Approved 403(b) Provider Lists