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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...

Michelle Marsh
Jan 7, 2021


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...

Michelle Marsh
Dec 23, 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...

Michelle Marsh
Dec 9, 2020


What Are Retirement Plan Restatements And Why Are They Required?
As the Third Party Administrator (TPA) for Qualified Retirement Plans, it is our duty to ensure the legal plan documents stay up to date...

Michelle Marsh
Feb 10, 2020


What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?
Part Two: Testing and Valuation This is a continuation of a previous post. If you have not read part one, which covers checking census...

Michelle Marsh
Feb 3, 2020


What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?
Part One: Gathering Census Data and Balancing Asset Reports If you sponsor a retirement plan for your employees, you will soon discover...

Michelle Marsh
Jan 27, 2020
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