Missing critical compliance deadlines can be stressful, especially for small business owners juggling multiple responsibilities. One such important task is filing Form 5500, which is crucial for maintaining the compliance of your 401(k) or other employee benefit plans. If you have missed Form 5500 filing, this guide will walk you through the steps to mitigate […]
Navigating the complexities of benefits management, retirement plan administration, and compliance can be daunting for businesses of all sizes. This is where a Third-Party Administrator (TPA) comes into play. For businesses in Phoenix, working with a TPA offers a streamlined way to manage employee benefits while ensuring compliance and efficiency. Let’s explore the role of […]
Running a successful Certified Public Accountant (CPA) firm can be a complex and demanding task. CPAs are often overwhelmed with managing client accounts, preparing financial statements, and navigating complex tax regulations. In such instances, partnering with a third-party administration (TPA) firm can provide numerous benefits and alleviate some of the workload. This blog will explore […]
Planning for retirement is a crucial step in securing your financial future. For employers who offer retirement plans to their employees, finding the right administrative partner is essential. Many companies turn to third party administrators (TPAs) to manage their retirement plans. These professionals specialize in retirement plan administration and provide a range of services to […]
