The Pooled Employer Plan (PEP) has been promoted to small businesses as a smart shortcut to affordable, hassle-free retirement benefits. But do PEPs live up to their promise?

If you’re a first-time plan sponsor entrusted to oversee your employees’ financial futures, it's completely normal to feel overwhelmed.

Choosing a retirement plan administrator is not an easy task; after all, these are the individuals helping you and your employees prepare for their futures.

As in any industry, retirement plan administration is full of professionals who hold various credentials, designed to distinguish them from the sea of competition. It is important for Plan Sponsors and Advisors to understand these designations so they can choose the best fit for the retirement plans they service. When searching for a Third Party Administrator to service a retirement plan, one should focus on firms who employ professionals with the Qualified 401(k) Administrat

When an organization seeks the services of a Third Party Administrator (TPA), they are entering a competitive world of hundreds of firms, each vying for the same business. One of the ways TPAs will seek to differentiate themselves is through obtaining and maintaining licenses and certifications. The gold standard among these credentials is the Seal of Excellence from the Centre for Fiduciary Excellence (CEFEX). But how can your organization benefit from working with a partner