Interested in Joining the Collective?

Think you’ve got what it takes to be a member of the collective? Are you flexible, reliable, established, yet forward-thinking?

OK, you may be right.

We’re Looking For a Few Good Members

Joining a membership organization requires that you believe in the impact we’re making and the value we offer; and we believe that what you represent aligns with our vision for the Asteri Collective’s impact in the Retirement Planning world.

We’ve created the following criteria as a place to start the discussion.

START THE CONVERSATION

HOW WE START

Asteri Collective Membership Criteria

Shared Vision Commitment:
Alignment is Key
Members must align with the collective’s core values.
Reputable Firms Only
Must be a legally established TPA entity, compliant with applicable federal and state regulations, and in good standing with the IRS and DOL.

Your Firm must be in Good Standing:
Participation in Collective Initiatives:
Join in!
Must be willing to regularly attend standard bi-monthly calls and contribute to projects and initiatives.
Ahead of the curve - on top of your game
Member firm should be currently using, evaluating, or committed to adopting modern TPA technology

Tech-Enabled or Tech-Adopting:
Secure Client Communication Tools:
Safety is our #1 Priority
Use of secure file transfer and data encryption tools for transmitting client and participant information.
Protect what matters
E&O Insurance: Minimum of $1M required
Cyber Insurance: Minimum of $1M required

E&O and Cyber Insurance

Shared Vision Commitment
Alignment is Key

Members must align with the collective’s core values.
Your Firm Must be in Good Standing
Reputable Firms Only

Must be a legally established TPA entity, compliant with applicable federal and state regulations, and in good standing with the IRS and DOL.
Participation in Collective Initiatives:
Join in!

Must be willing to regularly attend standard bi-monthly calls and contribute to projects and initiatives.
Tech-Enabled or Tech-Adopting:
Ahead of the curve – on top of your game

Member firm should be currently using, evaluating, or committed to adopting modern TPA technology
Secure Client Communication Tools:
Safety is our #1 Priority

Use of secure file transfer and data encryption tools for transmitting client and participant information.
E&O and Cyber Insurance:
Protect what matters

E&O Insurance: Minimum of $1M required
Cyber Insurance: Minimum of $1M required

Reach out to our Executive Director

We’d love to meet you and learn more about your company, your goals, and why you would like to be a part of our rabble-rousing band of industry disruptors.

Please email Ann Slotwinski at ann@astericollective.org to start the process.

REACH OUT TO ANN

Interested in Joining the Collective?

We’re Looking For a Few Good Members

Asteri Collective Membership Criteria

Shared Vision Commitment:

Alignment is Key

Reputable Firms Only

Your Firm must be in Good Standing:

Participation in Collective Initiatives:

Join in!

Ahead of the curve - on top of your game

Tech-Enabled or Tech-Adopting:

Secure Client Communication Tools:

Safety is our #1 Priority

Protect what matters

E&O and Cyber Insurance

Shared Vision Commitment

Alignment is Key

Your Firm Must be in Good Standing

Reputable Firms Only

Participation in Collective Initiatives:

Join in!

Tech-Enabled or Tech-Adopting:

Ahead of the curve – on top of your game

Secure Client Communication Tools:

Safety is our #1 Priority

E&O and Cyber Insurance:

Protect what matters

Reach out to our Executive Director

CONTACT US

QUICK LINKS

Interested in Joining the Collective?

We’re Looking For a Few Good Members

Asteri Collective Membership Criteria

Shared Vision Commitment:

Your Firm must be in Good Standing:

Participation in Collective Initiatives:

Tech-Enabled or Tech-Adopting:

Secure Client Communication Tools:

E&O and Cyber Insurance

Alignment is Key

Reputable Firms Only

Join in!

Ahead of the curve – on top of your game

Safety is our #1 Priority

Protect what matters

Reach out to our Executive Director

CONTACT US

QUICK LINKS

Let’s Get Social