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WHAT TO LOOK FOR WHEN CHOOSING 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.

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