The Census is Coming!

Consider this our midnight ride to prepare you for the inevitable – the census is coming! As we look forward to 2017, we and all other compliance consulting firms servicing qualified required plans are beginning our year-end data collection process. Service providers like TriStar require a yearly refresh of our clients’ census data. This data is…

2016 Deadlines to Remember

If you’re like us, your world revolves around deadlines. We decided to make it easier on ourselves (and you) by tracking them all in this graphic. You can also view major upcoming deadlines on the Compliance Calendar on our blog page.  

7 TPA Super Powers to the Rescue

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 side to lighten the load and keep you out of harm’s way! In short, Compliance Consultants, or Third Party Administrators, work with business owners, their financial advisors, and CPAs to setup and…

The 4 Ws (of Census Collection)

Now that the busy holiday season is over, it’s time to focus on getting in shape – and that includes your retirement plan! How does the census factor into your healthy retirement strategy? We’ve compiled the four most common census questions we receive into an easy to follow guide! Download our free guide!