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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


RPCSI Makes Gathering Census Data Easier for You.
Your 401(k) plan census contains important
information about your employees. This information is used to complete the annual census.

Michelle Marsh
Jan 2, 2020


Cash Balance Plans: What are They and How do I Know if They are Right for Me?
This article explains the benefits of cash balance plans and if they are right for your organization.

Michelle Marsh
Dec 10, 2019


The Ins and Outs of Safe Harbor 401(k) Plans
There are many types of retirement plans each with their own set of rules, regulations, and, ultimately, reasons why an employer should institute them. That's why we've made it our mission to explain different retirement plans to help employers make the best choice for their company and their employees. This week, we're making port at the safe harbor 401(k). What is the Safe Harbor? Before we get into how safe harbor 401(k)s work, we should explain why they came to be. Tradi

Michelle Marsh
Nov 21, 2019



Michelle Marsh
Oct 29, 2019


When it comes to 401(k) plans, simple solutions may not be good solutions.
I am in sales and have I got a deal for you, Mr. Plan Sponsor. I know you don’t want to spend much time on your employee’s retirement plan. With our bundled solution we won’t get many people involved in the actual operation of your plan, so you won’t be confused with numerous people to call. We will keep this simple so that expenses really won’t have to be discussed for administration—It is just all included in the one easy price. Lastly, why get bogged down with a discussion

Michelle Marsh
Oct 8, 2019
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