An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...

When hiring a Third-Party Administrator (TPA) to manage retirement plans, financial advisors must understand their client’s unique needs...

An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...

Financial Advisors, Investment Providers and Third Party Administrators (TPAs) are always looking for ways to stand out among their...

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...