TPA

To Bundle or Not to Bundle: What’s Best for Your Business Is the Question?
Whether to use bundled or unbundled service providers is an important decision for your retirement plan. A fully bundled arrangement provides an easy, one-stop-shop for services while unbundling separates functions and uses a third-party administrator (TPA), distinct from the recordkeeper. While there is no right or wrong answer to this question, weighing the advantages of  Read More →
The Six Categories of Fiduciaries
A plan may have one or more fiduciaries. Each of the fiduciaries may have different responsibilities and many individuals/committees serve in multiple fiduciary roles. Here is a simplified list, along with brief definitions, of each category of fiduciary: Named Fiduciary This party should be named in the plan document and is considered the plan’s primary  Read More →

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