CEFEX TPA Certification
What does it mean for a Third Party Administrator to be…
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We have found 57 results matching your search query.CEFEX Benefits to a Plan Sponsor
How does a plan sponsor benefit from its advisor being CEFEX…
Leadership
The CARES Act – What it Means for You, Your Retirement Plan, & Your Plan Participants
…by or who experience financial consequences as a result of COVID-19. Key Provisions Impacting the Retirement Industry Expands the definition of permissible distributions from retirement plans Increases plan loan limits Temporarily Waives Required Minimum Distribution Rules (RMDs) for calendar year 2020 Provides Funding Relief for…
Additional Clarity on CARES Act Provisions
Over the past few weeks, the Internal Revenue Service issued Notices (2020-50 / 2020-51 / 2020-52) to provide greater clarify on provisions under the CARES Act. Key Provisions Impacting the Retirement Industry Notice 2020-50 – Coronavirus Related Distributions (CRD) and Coronavirus Related Loans (CRL) Notice…
Caution: Merging Bills Ahead!
Caution: Merging bills ahead! The House and Senate are closer to reaching common ground on retirement industry legislation the industry has named “SECURE 2.0”. Congress is scrutinizing and synthesizing the latest iterations of the following three bills: 1. Securing a Strong Retirement Act (SSRA) 2….
What’s In the Congressional Pipeline?
A review of the multiple proposals Congress is currently considering that have the potential to dramatically reshape the retirement plan marketplace….
It’s Not a One-Size-Fits-All World
…can structure plan costs? Everyone wants to keep costs in check. But when you’re up-front about fees, clients will understand the benefits of paying for features such as better customer service, safe harbor, AND your expertise. It’s all about asking the right questions so that…
Your TPA Partner Can Help You Win Business
Your TPA Partner Can Help You Win Business When it comes to the administration of retirement plans, most TPAs can execute the work pretty competently. And while there are differences in quality of process and internal expertise, most of this is technical work that happens…
Use Benchmarking to Your Advantage
…easily quantified than things like expertise and quality and the care of consulting that we deliver together. When cost is the primary driver, benchmarking is a pretty straightforward quantitative analysis. When you’re prospecting it’s an offensive strategy as you invite employers to look at potential…
PENTalk™ – Plan Sponsors’ Five Deadly Sins
…the better, but they can also be costly. During this webinar we will discuss the five commons mistakes plan sponsors make & the tremendous value you can offer to your 401(k) clients by using your expertise to help identify, fix and avoid the most common…
Answering the “Why Us?” Question
…about their future. So, why are YOU a good choice to help them get there? The key is to focus on your understanding of these important challenges and how you partner with other industry experts to deliver real value. Sometimes it’s as simple as choosing…