Samantha DiggsApr 28, 2021What Is An ERPA?An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...
Samantha DiggsJun 3, 2020What 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 DiggsMay 27, 2020What 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 DiggsApr 13, 2020What 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 DiggsOct 8, 2019When 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...