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