Category General


Third Party Administrators (TPA) at a Glance

What TPAs Do 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. When it comes to plan design, the goal of a […]


Buyer Beware: Why retirement plan sponsors should think twice before using payroll provider TPAs

When it comes to 401(k) plan administration and payroll, they don’t have much to do with each other beyond salary deferrals and W-2 compensation. Besides those two small elements, retirement plan administration requires a different type of knowledge and expertise. Payroll providers that offer retirement plan administration to their clients often attempt to create a […]


Combination Plan Design

Retirement plans fall into one of two categories: Defined Contribution Plans and Defined Benefit Pension Plans. Defined Contribution Plans, also known as retirement savings programs, cover a broad range of programs such as Profit Sharing and 401(k) plans. These types of programs allow owners and employees to make contributions that are allocated to individual participant […]

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