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Continued Excellence: CEFEX Certification Renewed for RPCSI!
RPCSI is proud to announce the renewal of our CEFEX certification!
Michelle Marsh
Sep 26, 2023


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...
Michelle Marsh
Apr 28, 2021


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...
Michelle Marsh
Jun 3, 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...
Michelle Marsh
May 27, 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...
Michelle Marsh
Apr 13, 2020

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...
Michelle Marsh
Oct 8, 2019
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