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TPAs – How 401k Plan Sponsors Can Best 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 roles of each one and how to best leverage them will not only help plan sponsors save time, it will lead to more efficient and effective retirement plans.

The TPA is especially important to plan sponsors who, one the one hand, are concerned about fines and audits while, on the hand other, struggle to make sure that their plan is in compliance. A knowledgeable TPA with the right resources working with experienced advisors and national record keepers is key.
Learn more about their roles and how to hire the right team for you, your organization and your employees in my weekly Vlog.

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Retirement Committee Members Benefit from Friday’s Virtual Town Hall Meeting

Retirement Committee members who tuned in to the TPSU Virtual Town Hall Meeting last Friday received advice. This advice centered on what they should be experiencing and what they can expect form their 403b and 401k service providers. Retirement Committee ...