Samantha DiggsApr 28, 2021What Is An ERPA?An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...
Samantha DiggsApr 14, 2021The Benefits of Working With A CEFEX-Certified TPAWhen an organization seeks the services of a Third Party Administrator (TPA), they are entering a competitive world of hundreds of firms,...
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 3, 202110 Types of Employer-Sponsored Retirement PlansEmployer-Sponsored Retirement plans are a great incentive to add to your company due to their low cost and numerous benefits. When it...
Samantha DiggsJan 7, 2021Three Ways The SECURE Act Helps Small BusinessesPlanning for retirement is a top-of-mind priority for many American workers but saving can be difficult when there is no set plan in...