Samantha Diggs
Fixing Problems With Your Organization’s 401(k) Plan
Someone with discretionary authority over an organization’s 401(k) plan administration, is considered a “Fiduciary.” A fiduciary has many...
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Samantha Diggs
- Jun 11, 2020
The Impact of the CARES Act on Retirement Planning
The Coronavirus Aid, Relief, and Economic Security (CARES) Act and other COVID-19-related laws were passed in late March 2020. Not only...
Samantha Diggs
- Jun 9, 2020
Retirement Planning in the Post-COVID-19 World
Though it seems like it will never arrive, the end of the Coronavirus pandemic will come eventually, and the world will return to some...
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
- May 11, 2020
SECURE Act Increases Late Filing Penalties (Form 8955-SSA)
When it comes to your retirement plan, there are many forms and documents you should know about. Of primary concern should be what...
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