INSIGHTS | What is a Third-Party Administrator (TPA)?
Third-party administrators (TPAs) have played a key role in [...]
INSIGHTS | What Happens to the Retirement Plan During an M&A?
If you are in the preliminary stages of a merger or acquisition at your organization — or even [...]
INSIGHTS | 3(16) Fiduciary Services: What to Know, How to Work with One
Plan sponsors can minimize their fiduciary risk by hiring a comprehensive 3(16) administrator, like The Fiduciary Studio, to serve as a co-fiduciary to the plan.
INSIGHTS | Retirement Plan Census Data – It’s Foundational and Fundamental
Sharing census information at the [...]
ERISA Connection: Including Long-Term Part-Time Employees in 401(k) Plans
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
INSIGHTS | How Outsourcing Pension Plan Administration Benefits a Plan Sponsor
Pension plans continue to provide benefits to thousands of people [...]
INSIGHTS | Is a Cash Balance Plan Right for Your Company?
Cash balance plans, a type of a defined benefit (DB) [...]
INSIGHTS | Maximize DC Plan Contributions with Cross-Testing
“Cross-testing” is a cutting-edge allocation formula that aligns nicely with [...]
