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What Are Retirement Plan Restatements And Why Are They Required?

Michelle Marsh

Feb 10, 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...

What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?

Michelle Marsh

Feb 3, 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...

What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?

Michelle Marsh

Jan 27, 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...

Top Three Errors Found in Retirement Plan Administration

Michelle Marsh

Jan 14, 2020

Top Three Errors Found in Retirement Plan Administration

At this time of year, there is a lot of focus on your retirement plan. Your administration team is focused on gathering data, completing...

The Benefits of Employer-Sponsored Retirement Plans

Michelle Marsh

Jan 6, 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...

2019 Saw an Increase in Partnerships Between TPAs and Financial Advisors.

Michelle Marsh

Jan 3, 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.

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Navigating Blackout Notices: A Quick Guide for Plan Sponsors

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Need help with blackout notices for retirement plans? Our quick guide breaks down what you need to know about compliance and deadlines. Let RPCSI simplify the process for you—watch now!

The Plan Sponsor Roadmap: 5 Key Tips for Beginners

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Are you a new plan sponsor who needs help with the process? Check out these five tips to help build your plan sponsor roadmap.

Six Great Benefits of Cash Balance Plans

01:51

Cash Balance Plans are not just for Retirement Savings. They offer a host of other benefits, including tax breaks. Is a Cash Balance Plan the right fit for you?

Who Does What?

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TPA, Advisor, Recordkeeper, Plan Sponsor - There are a lot of moving parts when it comes to retirement plan administration. Let's break down each partner in a retirement plan and examine what role they play.

Meet RPCSI

00:53

Learn more about your CEFEX-Certified Third Party Administration Firm and what makes us different from the rest.

How Retirement Plans Can Be Used For Tax Savings

01:27

Retirement Plans are not just for building a savings account, some of them serve a dual purpose as a tax savings method.

Cash Balance Plans: Retirement Fund or Tax Strategy?

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Cash Balance Plans boast many benefits, one of which is increased tax savings. Learn more about how to achieve tax breaks with Cash Balance Plans.

Common Retirement Plan Errors: Failure to Follow Plan Document

01:52

One of the most common Retirement Plan Errors is the Failure to Follow the Plan Document. Learn more about how to avoid this error.

A Message to Our Valued Clients

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COVID-19 has resulted in a lot of challenges and changes for us all. We want to thank you for sticking with us during this time. We value your business. And we want to assure you that we are in this together. Here is how we promise to help.

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