Feb 25, 2016
1 min

7 TPA Super Powers to the Rescue

Taking on a 401(k) or another retirement plan for yourself or your employees is a major responsibility. Keep a super-powered TPA by your ...

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Feb 12, 2016
2 min

No Love for Your Service Provider

With Valentine’s Day quickly approaching, love is in the air. While couples are reflecting on all they appreciate about each other, it ma...

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Jan 13, 2016
1 min

Internet Explorer 8, 9 and 10 – Outta Here!

As of today, Microsoft will no longer provide support for old Internet Explorer versions, including versions 8, 9 and 10. How does this a...

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Dec 11, 2015
8 min

10 Merry 401(k) Savings Tips to Help You Avoid Becoming a Retirement Scrooge

Retirement readiness in an advent calendar! Day 10 – Schedule Annual Advisor Meetings. Plan Sponsors, include your TPA! You made it! If y...

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Oct 30, 2015
3 min

Spooky Retirement Tales from the Crypt

Retirement Plans can be a spooky subject to discuss, whether you’re an employer, participant or an advisor. As compliance consultants/TPA...

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Sep 17, 2015
3 min

Roth 401(k) – Underrated Beauty?

It’s a classic plot line in literature or movies, and a play on the Cinderella story. The quiet, artistic or perhaps “geeky” character go...

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Jul 24, 2015
1 min

Deadlines to Remember

Deadlines go hand-in-hand with Compliance Consulting. Staying on top of the strict deadlines that apply to qualified defined contribution...

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Jun 25, 2015
3 min

Fiduciary Education 101

As a compliance consulting and third party administration firm, we receive many inquiries from advisors and plan sponsors about their dut...

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May 28, 2015
3 min

Following Tibble vs. Edison, Next Steps for Plan Sponsors

On May 18th, the Supreme Court handed down a unanimous ruling in the case of Tibble vs. Edison International. While there is still much t...

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Apr 28, 2015
3 min

A Safe Harbor Plan Makes “Cents”

401(k) plans require annual testing known as ADP and ACP. These tests are performed to determine if highly compensated employees and owne...

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Jan 13, 2015
2 min

The Secret to Plan Sponsor Success in 2015

Every morning I wake up around 6:00 a.m. Admittedly, there are a number of days in which I hit the snooze button to buy myself a few extr...

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Dec 30, 2014
2 min

Census Data Collection for Qualified Plans

Every year around this time, Third Party Administrators collect census data from their clients. The plan sponsor prepares the census for ...

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Nov 26, 2014
2 min

Can we exclude part time and seasonal employees from the 401k plan?

The Holidays are a great time to hire extra helping hands for your company. For many, sales are peaking and there is an increased demand ...

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Nov 19, 2014
2 min

One Size Does Not Fit All

One size does not fit all in retirement plans. As a retail and fashion expert, I know to be weary of the words, “one size fits all” when ...

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Nov 18, 2014
2 min

Year-End Deadlines for Retirement Plans

Before we can officially wrap up the end of 2015, there are a few important administrative tasks to take care of in Q4. Follow our guide ...

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Oct 13, 2014
1 min

Fiduciary Training

Shannon Edwards, President of TriStar Pension Consulting will be speaking at an upcoming Fiduciary training seminar. This is a great oppo...

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Oct 8, 2014
2 min

How to be a Great Plan Sponsor

The copier is jammed again, the phone is ringing off-the-hook, and you’ve got an important presentation with a client in 5 minutes. Oh, w...

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Sep 3, 2014
1 min

Why Small Businesses Need Retirement Plans

With small businesses making up the majority of the workforce, it’s no mystery why they need to sponsor retirement plans. Employees look ...

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Aug 27, 2014
2 min

Tracking Missing Participants, DOL Says “Google It”

On Thursday, August 14, 2014 the Department of Labor issued its updated Field Assistance Bulletin 2014-01 to help fiduciaries with their ...

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Aug 7, 2014
2 min

Retirement Plan Restatements

One of the requirements of maintaining a qualified retirement plan is that the plan is formally written and presented to employees. Havin...

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