RPCSI is proud to announce the renewal of our CEFEX certification!

As in any industry, retirement plan administration is full of professionals who hold various credentials, designed to distinguish them from the sea of competition. It is important for Plan Sponsors and Advisors to understand these designations so they can choose the best fit for the retirement plans they service. When searching for a Third Party Administrator to service a retirement plan, one should focus on firms who employ professionals with the Qualified 401(k) Administrat

An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in matters pertaining to retirement plans. This designation is awarded by the IRS to practitioners who have demonstrated comprehensive knowledge of the laws and regulations of the Internal Revenue Code Sections related to retirement plans. The ERPA designation can be earned following the completion of written examinations administered by the IRS or

An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in matters pertaining to retirement plans. This designation was awarded by the IRS to practitioners who had demonstrated a comprehensive knowledge of the laws and regulations of the Internal Revenue Code Sections related to retirement plans. The ERPA designation was earned by the completion of written examinations administered by the IRS or as the r

Financial Advisors, Investment Providers and Third Party Administrators (TPAs) are always looking for ways to stand out among their competitors and to prove that they are reputable and trustworthy. One way to demonstrate this is to earn the Seal of Excellence from the Centre for Fiduciary Excellence (CEFEX). You may have heard service providers tout the Seal of Excellence among their credentials, but what exactly does that mean to you? We are going to define the CEFEX Seal of

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 plan. With our bundled solution we won’t get many people involved in the actual operation of your plan, so you won’t be confused with numerous people to call. We will keep this simple so that expenses really won’t have to be discussed for administration—It is just all included in the one easy price. Lastly, why get bogged down with a discussion