Samantha DiggsJul 29, 2020What is a Safe Harbor 401(k) Plan?One of the most popular 401(k) Plans, Safe Harbor is great for owners and employees alike. The Safe Harbor plan design allows business...
Samantha DiggsJul 22, 2020Fixing Problems With Your Organization’s 401(k) PlanSomeone with discretionary authority over an organization’s 401(k) plan administration, is considered a “Fiduciary.” A fiduciary has many...
Samantha DiggsJun 11, 2020The Impact of the CARES Act on Retirement PlanningThe Coronavirus Aid, Relief, and Economic Security (CARES) Act and other COVID-19-related laws were passed in late March 2020. Not only...
Samantha DiggsJun 9, 2020Retirement Planning in the Post-COVID-19 WorldThough it seems like it will never arrive, the end of the Coronavirus pandemic will come eventually, and the world will return to some...
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...