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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

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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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Understanding Fiduciary Responsibilities in a 401(k) Plan

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 …

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SmartPlan Is Exactly What Your TPA Firm Needs

Over the past several years, the financial services industry has experienced a wave of innovation. Unfortunately, even with recent advancements in technology there is still a large gap to fill in employee retirement education.