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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....

FIVE MOTIVATIONAL 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...

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...