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Michelle Marsh
Apr 14, 2024
Mastering Plan Documents for First-Time Sponsors
Plan documents are the written agreements which describe the terms and conditions of a retirement plan. Let's discuss what's inside.
Michelle Marsh
Feb 28, 2024
What is Fiduciary Responsibility?
Fiduciary responsibility refers to the legal and ethical obligation to act in the best interests of another party.
Michelle Marsh
Oct 1, 2023
The Importance of Recordkeeping for Plan Sponsors
Recordkeeping is the important act of managing all necessary documents for your retirement plan.
Michelle Marsh
Mar 10, 2021
Correcting 401(k) Contribution Errors
Administering a company 401(k) plan comes with its own unique set of challenges and potential errors. As you familiarize yourself with...
Michelle Marsh
Feb 17, 2021
Staying Compliant With Nondiscrimination Testing
Company 401(k) plans are created to benefit all employees, regardless of where they fall in the organizational hierarchy. In order to...
Michelle Marsh
Feb 10, 2020
What Are Retirement Plan Restatements And Why Are They Required?
As the Third Party Administrator (TPA) for Qualified Retirement Plans, it is our duty to ensure the legal plan documents stay up to date...
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