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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...
Michelle Marsh
Jun 9, 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...
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


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...
Michelle Marsh
May 11, 2020


SECURE Act Provisions for Birth or Adoption Distributions
The SECURE Act, passed in January 2020, was designed to make it easier to save for retirement by making retirement plans more accessible...
Michelle Marsh
Apr 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
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