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What Does it Mean to be a CEFEX-certified TPA?
Financial Advisors, Investment Providers and Third Party Administrators (TPAs) are always looking for ways to stand out among their...

Michelle Marsh
Apr 13, 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...

Michelle Marsh
Feb 10, 2020


What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?
Part Two: Testing and Valuation This is a continuation of a previous post. If you have not read part one, which covers checking census...

Michelle Marsh
Feb 3, 2020


What 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...

Michelle Marsh
Jan 27, 2020


The Benefits of Employer-Sponsored Retirement Plans
An employer-sponsored retirement plan is a cost-effective benefit strategy that is offered to employees at no or low cost. These benefit...

Michelle Marsh
Jan 6, 2020


2019 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.

Michelle Marsh
Jan 3, 2020
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