Articles

The Call That Every TPA Dreads

July 20, 2022

Plan termination is probably one of the most difficult processes we deal with as service providers. Here’s a refresher that may help. By Shannon Edwards & Theresa Conti

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The 3 Principles of Digital Persuasion

July 20, 2022

Use these tips to differentiate yourself in your email and social media prospecting. By Erin King

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The Bridge Builders

July 20, 2022

A working group of TPA business owners and execs is exploring ways to bridge the long-standing gap in understanding between advisors and TPA's. By John Ortman

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Diversity of Thought at WiRC

April 15, 2022

Diversity of perspectives is a key component to ensuring that retirement proposals are thoroughly vetted to ultimately create good, workable legislative proposals.

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WiRC Together Again

April 1, 2022

The Women in Retirement Conference was back in person in January. Here's a wrap-up of this year's event.

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Pool It!

March 4, 2022

The experiences of several independent TPAs in sharing resources and expertise offer a look at how it leads to greater productivity and efficiency.

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SBDAs: Proceed with Caution

March 1, 2022

Just because you can doesn’t mean you should...

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Late Adoption Lessons, Part 2

February 1, 2022

This is the second year we can retroactively adopt qualified plans for prior plan years. What have we learned?

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Retirement Plan Family Attribution Rules - What You Don't Know Can Hurt You

July 20, 2021

The outdated family attribution rules are hindering the ability of small businesses to adopt new plans and expand participant coverage....

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Missing the 401(k) Plan Match

June 8, 2021

401(k) Plan Match = Major Incentive One key plan design aspect of 401(k) plans and a significant draw for employees and employers alike...

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