Samantha DiggsMar 10, 2021Correcting 401(k) Contribution ErrorsAdministering a company 401(k) plan comes with its own unique set of challenges and potential errors. As you familiarize yourself with...
Samantha DiggsFeb 17, 2021Staying Compliant With Nondiscrimination TestingCompany 401(k) plans are created to benefit all employees, regardless of where they fall in the organizational hierarchy. In order to...
Samantha DiggsFeb 10, 2020What 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...
Samantha DiggsJan 27, 2020What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?Part One: Gathering Census Data and Balancing Asset Reports If you sponsor a retirement plan for your employees, you will soon discover...
Samantha DiggsJan 6, 2020The Benefits of Employer-Sponsored Retirement PlansAn employer-sponsored retirement plan is a cost-effective benefit strategy that is offered to employees at no or low cost. These benefit...
Samantha DiggsJan 3, 20202019 Saw an Increase in Partnerships Between TPAs and Financial Advisors.Are you doing more business with - and through - third party administrators? If so, you're not alone.