The Census is Coming!

Consider this our midnight ride to prepare you for the inevitable – the census is coming! As we look forward to 2018, 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…

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!  

Census Data Collection for Qualified Plans

Every year around this time, Third Party Administrators collect census data from their clients. The plan sponsor prepares the census for the TPA which includes data such as; employee name, date of birth, social security number, date of hire, date of termination, date of rehire, annual compensation, deferrals, etc. This information is given to the TPA…