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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.
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.
Excerpts from a report by Oppenheimer Funds and OGI Global Trust. PlanPerfect is not affiliated with either OppenheimerFund or OGI Global Trust Fiduciary Responsibility The Employee Retirement Income …
You believe only Baby Boomers think about retirement?They may not call it the same thing, but Gen Xers (age 35-49) and Millennials (18-34)
Fees have got to be the most asked about and least understood topic that comes up in my discussions with clients and prospects.
We all know that one-stop shopping saves time and money when we need a bunch of household items. We’re more likely to go to Costco or Home Depot than drive all over town to different stores.