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Year-End Testing Phase One: Gathering Census Data
If you sponsor a retirement plan for your employees, you will soon discover that the bulk of the government compliance work done by your Third Party Administrator (TPA) occurs in the first quarter of each year. Your duties as a Plan Sponsor will also become more demanding during that time as you gather the required data and have more frequent communications with your TPA. We often get questions on why the TPA is requesting so much data and what work is being done. In this pos

Michelle Marsh
Jun 7, 2021
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