Every year, plan sponsors are required to perform a top-heavy test as part of their annual compliance. It’s common for plan sponsors to misunderstand what that means or underestimate the potential costs of not knowing their plan’s status.

Qualified retirement plans like 401(k), profit-sharing, and safe harbor plans are valuable tools for business owners seeking to retain talent and reduce tax liability.

CRI TPA Services is proud to announce that Joy Hodgson, Chief Operating Officer, has earned the Cash Balance Specialist (CBS) designation from the American Society of Pension Professionals and Actuaries (ASPPA).

With National Financial Awareness Day approaching, plan sponsors often seek ways to highlight valuable plan features to their participants. The new Super Catch-Up provisions present an excellent opportunity to engage your 60-to-63-year-old employees in maximizing their retirement savings.

Take a moment this Valentine’s Day to update your retirement beneficiaries and ensure your loved ones are financially protected.