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Anonymous Now: The IRS' Anonymous Review Process
Before approaching the IRS with an error that may lead to plan disqualification, consider approaching them anonymously.
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The Challenges of Going Solo(k)
For the self-employed and small business owners with a solo 401(k) plan, important rules need to be carefully considered in the coming years. It's why we asked the experts for their thoughts.
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A Bite at a Time: Setting the Table for SECURE 2.0 in 2023
Getting a handle on all the new provisions of SECURE 2.0 is a lot for anyone to consume but taking it piece by piece can make it more digestible.
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The Staffing Crisis
At a time of growth, the retirement industry is beset by rising salaries, candidate shortages and job-hopping. What are industry execs doing to combat the current crisis in hiring and retention?
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Plan Amendment Best Practices
Have a recipe for success and follow it. Here are some helpful tips.
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If You Build It, They Will Come
Marketing yourself as an extension of an advisor’s practice leads to greater success. Here are some ways to up your game.
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Deep Thought on Administration: Say What You Mean and Mean What You Say
This column provides some thoughts on changing your prospective about new legislation in order to provide the best service to your clients you can.
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What's Your Lane?
TPA's and advisors need to know their 'lanes' - and just as importantly, both need to stay in their lanes. Here's the latest on the joint ASPPA/NAPA 'bridge builders' groups's efforts.
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More Late Adoption Lessons
Here are some additional best practices and lessons we've learned about the SECURE Act's late plan adoption provisions.
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Superhighway Robbery
This column discusses the importance of protecting all the valuable data a TPA firm is entrusted with regarding people’s retirement savings.
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The TriStar team is ready to help you begin your journey on the road to retirement. We will help you navigate the route for a smooth ride to and through retirement.