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?

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.

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

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

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

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.

How does an advisor benefit from partnering with a CEFEX-certified TPA?

What does it mean to be CEFEX-certified?