TPA vs Bundled: Pros and Cons of Managing Your Retirement Plan
TPA vs Bundled: Pros and Cons of Managing Your Retirement Plan
As an employer, you are tasked with providing your team with excellent benefits that both retain talent and offer real value. Retirement plans have always been an attractive employee benefit, but they have become even more important with the impact of the Great Resignation. When looking to offer retirement benefits to your employees, you may find that retirement plans get a little confusing since there are diverse ways to have your retirement plan service. You can choose from bundled services or working with a TPA (third-party administrator.)
Cash Balance Plan Essentials (#1 of 4)
As a financial advisor to owners of independent companies, you’ve heard about cash balance plans. Although the number of these plans has increased sharply in recent years, many business owners and their advisors know relatively little about them. So let’s review the...
QDIA: Protection for Plan Sponsors
Automatic enrollment (AE) in company retirement plans can help workers increase their retirement savings, but it presents a challenge: How should the employer invest the dollars of employees who do not affirmatively choose an investment vehicle for their contributions...