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Sep 16, 2020
2 min

Plan Documents: Amendments and Restatements

A Defined Contribution (DC) plan is a business retirement plan and most often refers to 401(k), Profit Sharing, and Solo-(k) plans. DC...

Sep 16, 2020
2 min

Plan Documents: Cycle 3 Restatement FAQs

Plan Restatements A plan restatement means the plan document is re-written in its entirety. Every six years, the IRS requires...

Nov 18, 2019
1 min

West Texas Women CPAs Annual Seminar

CRI TPA Services Chief Operations Officer Joy Hodgson will present at the WTWCPA Annual Seminar on November 19, 2019. Her session, titled...

Sep 20, 2019
2 min

What You Should Expect From Your TPA Vendor When it Comes to Cybersecurity

As cybercrimes continue to increase across the board, more and more and employers are requiring their third-party administration vendors...

Aug 19, 2019
4 min

What Does a Cash Balance Plan Mean for You?

Back to the Basics Often described as a “hybrid arrangement,” cash balance plans are a specific type of defined benefit plan. When a cash...

Aug 16, 2019
1 min

IRS RELEASES NEW RETIREMENT PLAN LIMITS FOR 2019

The IRS recently released the 2019 cost of living adjustments for retirement and pension plans.

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