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Third party administrators

TPAs – How 401k Plan Sponsors Can Best Leverage

TPAs - How 401k Plan Sponsors Can Leverage

TPAs – How 401k Plan Sponsors can Best leverage. 401k and 403b plan sponsors are often confused about the roles of third party administrators (TPAs), advisors and record keepers. Understanding the ...

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401k Market Snapshot

401K MARKET SNAPSHOT

With retirement on more people’s mind as baby boomers prepare to leave the work force and Millennials unsure about the future of Social Security, it’s no wonder that defined ...

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The Value of Using a Local TPA

Local TPA

  At a TPSU program held at UC Irvine, the HR professional at a 250-person not-for-profit extolls the benefits of working with a local TPA on their 403b plan. ...

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How to Select Qualified TPAs and When to Use Them

Qualified TPAs

Working with local, qualified TPAs (third party administrators) has become the most popular service model for smaller defined contribution (DC) plans but not all TPAs are created equally with ...

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Fiduciary Considerations When Selecting Investments

Fiduciary considerations

Fiduciary Considerations Selecting and monitoring investments in a defined contribution (DC) plan like a 401k can be intimidating and confusing to most HR and benefits professionals who do not ...

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