An Enrolled Retirement Plan Agent (ERPA) is an individual who is qualified to practice before the Internal Revenue Service (IRS) in...

When an organization seeks the services of a Third Party Administrator (TPA), they are entering a competitive world of hundreds of firms,...

Employer-Sponsored Retirement plans are a great incentive to add to your company due to their low cost and numerous benefits. When it...

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...

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...

When it comes to deciding on a retirement plan, there are many choices, yet, one plan that is increasing in popularity is the cash...