Posts Tagged ‘tpa’
1st Quarter Compliance Calendar
With the start of the 1st quarter of the year, there are numerous 401(k) administration retirement plan compliance deadlines on the horizon. Download a PDF of the Q1 2024 Compliance Deadlines If you have questions or would like additional information about these compliance guidelines, please contact DeAnn Spence at dspence@sma.org.
Read MoreMeet Kristi Tawney, SMA Services 401(k) Administrator
Kristi Tawney began working in the 401(k) industry at the start of 2020. With the COVID-19 pandemic occurring shortly after, she realized that may not have been the ideal time to change careers, but she has no regrets. “It was the perfect fit for myself and my family, Kristi recalled. “ I originally started with…
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