Samantha Diggs
What Is An ERPA?
An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...
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Samantha Diggs
- Jun 3, 2020
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...
Samantha Diggs
- May 27, 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...
Samantha Diggs
- Apr 13, 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...
Samantha Diggs
- Oct 8, 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...