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Michelle Marsh
Feb 27, 2023
Avoid Making These 10 Retirement Planning Mistakes
It’s hard to imagine that the decisions you make now will have a long-lasting impact on the future of your life. Nevertheless, they do,...


Michelle Marsh
Apr 28, 2021
What Is An ERPA?
An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...


Michelle Marsh
Apr 14, 2021
The Benefits of Working With A CEFEX-Certified TPA
When an organization seeks the services of a Third Party Administrator (TPA), they are entering a competitive world of hundreds of firms,...


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 3, 2021
10 Types of Employer-Sponsored Retirement Plans
Employer-Sponsored Retirement plans are a great incentive to add to your company due to their low cost and numerous benefits . When it...
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