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Third Party Administrators (TPA) at a Glance

A TPA’s responsibilities include, most importantly, retirement plan design, as well as record keeping, yearly testing to gauge a plan’s compliance with Internal Revenue Service’s (IRS) non-discrimination rules and participant contribution limits, and preparing annual returns and reports required by the IRS.

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Open Architecture 401(k) Plans

Open Architecture plans are the ideal solution for employers who want the freedom to customize their 401(k) or other retirement plan with the investment choices and features they desire.