Samantha DiggsApr 28, 2021What Is An ERPA?An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...
Samantha DiggsApr 14, 2021The Benefits of Working With A CEFEX-Certified TPAWhen an organization seeks the services of a Third Party Administrator (TPA), they are entering a competitive world of hundreds of firms,...
Samantha DiggsFeb 3, 202110 Types of Employer-Sponsored Retirement PlansEmployer-Sponsored Retirement plans are a great incentive to add to your company due to their low cost and numerous benefits. When it...
Samantha DiggsJan 7, 2021Three Ways The SECURE Act Helps Small BusinessesPlanning for retirement is a top-of-mind priority for many American workers but saving can be difficult when there is no set plan in...
Samantha DiggsDec 23, 2020All of Your Questions About "Cross-Tested" Plans Answered Here:What is a cross-tested plan? A cross-tested plan is a defined contribution plan that uses a certain testing method to show that the plan...
Samantha DiggsDec 9, 20206 Things You May Not Know About Cash Balance PlansWhen it comes to deciding on a retirement plan, there are many choices, yet, one plan that is increasing in popularity is the cash...