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What is the Qualified 401(k) Administrator (QKA) Certification?
When hiring a Third-Party Administrator (TPA) to manage retirement plans, financial advisors must understand their client’s unique needs...
Michelle Marsh
Jun 3, 2020


What is an Enrolled Retirement Plan Agent (ERPA) Designation?
An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...
Michelle Marsh
May 27, 2020


SECURE Act Provisions for Birth or Adoption Distributions
The SECURE Act, passed in January 2020, was designed to make it easier to save for retirement by making retirement plans more accessible...
Michelle Marsh
Apr 27, 2020


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
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