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...

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

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

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

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

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

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

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

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

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

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...

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

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...

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...

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...

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

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,...

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

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

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