Samantha Diggs
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...
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Samantha Diggs
- Apr 14, 2021
The Benefits of Working With A CEFEX-Certified TPA
When an organization seeks the services of a Third Party Administrator (TPA), they are entering a competitive world of hundreds of firms,...
Samantha Diggs
- Feb 3, 2021
10 Types of Employer-Sponsored Retirement Plans
Employer-Sponsored Retirement plans are a great incentive to add to your company due to their low cost and numerous benefits. When it...
Samantha Diggs
- Jan 7, 2021
Three Ways The SECURE Act Helps Small Businesses
Planning 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 Diggs
- Dec 23, 2020
All 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 Diggs
- Dec 9, 2020
6 Things You May Not Know About Cash Balance Plans
When it comes to deciding on a retirement plan, there are many choices, yet, one plan that is increasing in popularity is the cash...