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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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Retirement Plan Jeopardy: Who Pays that Fee?

Fees have got to be the most asked about and least understood topic that comes up in my discussions with clients and prospects.

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SmartPlan Usability

When it comes to retirement, the two most important things you can do are to actually enroll in a plan, and prepare for retirement based on your needs

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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.