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UNDERSTANDING THE ROLE OF A TPA

Ever feel overwhelmed by the idea of managing a retirement plan that not only fits the needs of your organization, but one that also benefits all your employees? You are not alone! Many employers, specifically in the tax-exempt community, experience this same feeling....

LET’S TALK: THE 403(b) PROTOTYPE DOCUMENT

For years, the IRS talked about the idea of a pre-approved plan document for 403(b) Plans. Well, the talking has stopped and now things are in action. A deadline date of March 31, 2020 has been set for the pre- approved 403(b) plan document and Plan Sponsors need to...

UNDERSTANDING UNIVERSAL AVAILABILITY (UA)

Earlier this week we talked a little bit about Universal Availability and how understanding UA can benefit a Plan Sponsor in managing their Plan. We wanted to expand on that discussion and go more in depth on the topic. Here is a broader look at Universal...

FIVE BUSINESS PODCASTS YOU SHOULD LISTEN TO

Podcasts are a simple way to take in both education and inspiration while on the go. Whether you have a long commute to work or need something to keep you entertained on the treadmill, a podcast is a great way to kill time. Almost all podcasts are free and they are...