{"id":6296,"date":"2024-02-12T10:03:14","date_gmt":"2024-02-12T15:03:14","guid":{"rendered":"https:\/\/www.chriswhalencpa.com\/?p=6296"},"modified":"2024-02-12T10:36:34","modified_gmt":"2024-02-12T15:36:34","slug":"tpa-third-party-admin-2024","status":"publish","type":"post","link":"https:\/\/www.chriswhalencpa.com\/tpa-third-party-admin-2024","title":{"rendered":"Memo &#8211; Business Owners With A Retirement Plan | Who Is Your TPA? (Third Party Administrator)"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start\" style=\"max-width:1144px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:0px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt;\">Want my podcasts and blog posts delivered to your inbox? <span style=\"text-decoration: underline; color: #008000;\"><a style=\"color: #008000; text-decoration: underline;\" href=\"http:\/\/eepurl.com\/7rJdT\" target=\"_blank\" rel=\"noopener\">Click here to subscribe<\/a><\/span><\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #008000;\">Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt;\">To listen to the podcast version of memo click here \u2014&gt;\u00a0<span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.chriswhalencpa.com\/podcast-tpa-third-party-admin-2024\" rel=\"noopener noreferrer\">Podcast Version<\/a><\/span><\/span><\/p>\n<div id=\"accordion\" role=\"tablist\" aria-multiselectable=\"true\">\n<div id=\"collapse001\" role=\"tabpanel\" aria-labelledby=\"accordion_header_help\" aria-expanded=\"true\">\n<div class=\"accordion-list\">\n<div id=\"accordion1574344457930\" class=\"panel-group accordion-list-group accordion-list-items\" role=\"tablist\" aria-multiselectable=\"true\">\n<div id=\"Collapsible1679413526548\" class=\"collapsible-item panel panel-default\">\n<div id=\"collapseCollapsible1679413526548\" class=\"collapsible-item-collapse panel-collapse collapse in\" role=\"tabpanel\" aria-labelledby=\"accordion_header_help\" aria-expanded=\"true\">\n<div class=\"collapsible-item-body panel-body\">\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">As a business owner, if you offer retirement plans to your employees, a TPA (Third Party Administrator) is the professional that maintains your official retirement plan documents and keeps them in compliance with the IRS\u2019s ever-changing rules.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">A third party administrator (TPA) is an organization that manages many day-to-day aspects of your employee retirement plan.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">A TPA performs responsibilities such as:<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">1) Designing retirement plan documents<\/span><br \/>\n<span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">2) Preparing employer and employee benefit statements<\/span><br \/>\n<span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">3) Ensuring the plan is in compliance with the IRS non-discrimination requirements<\/span><br \/>\n<span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">4) Preparing annual returns and reports required by IRS, DOL or other government agencies<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">That makes them almost as important as me!<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">But most business owners, also called Plan Sponsors, aren\u2019t aware of this vital person \/ company representing their company.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Did you know you were the Plan\u2019s Sponsor? Many business owners are never informed of this.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">But it is imperative that you form a direct personal relationship with your TPA if you are a business owner offering any type of retirement plan to your employees.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Also, many business owners are not aware that they can choose their own TPA. Many times a financial advisor selects one for the business owner.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">I suggest avoiding this. The TPA is much too important to not interview and select one on your own.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">As they keep you in compliance with the IRS retirement plan rules, they are extremely important.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">I have relationships with seasoned Third Party Administrators who I trust implicitly and can introduce you to.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">If you are a business owner offering a retirement plan and you don\u2019t know your TPA, or your TPA is not responsive enough, call me so we can remedy that today.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Like any other specialist your business relies upon, finding your own TPA is vital to your retirement plan success.<\/span><\/p>\n<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt;\">Questions? Concerns? Call me on (732) 673-0<\/span><span style=\"font-size: 18.6667px; font-family: verdana, geneva, sans-serif;\">510.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p role=\"tabpanel\" aria-labelledby=\"accordion_header_help\" aria-expanded=\"true\"><span style=\"color: #000000; font-family: verdana, geneva, sans-serif; font-size: 14pt;\">Get my podcasts and memos in your inbox by <\/span><strong style=\"color: #000000; font-family: verdana, geneva, sans-serif; font-size: 14pt;\"><span style=\"text-decoration: underline;\"><a href=\"http:\/\/eepurl.com\/7rJdT\" target=\"_blank\" rel=\"noopener\">Clicking Here<\/a><\/span><\/strong><\/p>\n<\/div>\n<\/div>\n<p style=\"text-align: center;\"><span style=\"text-decoration: underline;\"><a style=\"color: #008000; text-decoration: underline;\" href=\"https:\/\/www.chriswhalencpa.com\/contact\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt;\">Click here to request a consultati<\/span><\/a><a style=\"color: #008000; text-decoration: underline;\" href=\"https:\/\/www.chriswhalencpa.com\/contact\/\"><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt;\">on or ask me a question.<\/span><\/a><\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Please reach out to me without hesitation with any tax, <\/span><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">business or<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">accounting question, <\/span><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">and to schedule a consultation.<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\"><b>Tax Laws are complex.<\/b><\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">It is very easy to make mistakes that can incur penalties.<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Do you have a Tax, Accounting or Business Question?<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Call Me Immediately. (732) 673-0510.<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Is your CPA or Attorney<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">ignoring your Phone Calls and Emails?<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Call Me Immediately. (732) 673-0510.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-family: verdana, geneva, sans-serif; font-size: 14pt; color: #000000;\">Remember,<\/span><\/p>\n<h3 class=\"fusion-responsive-typography-calculated\" style=\"text-align: center; --fontsize: 16; line-height: 1.5; --minfontsize: 16;\" data-fontsize=\"16\" data-lineheight=\"24px\"><span style=\"font-weight: 400; color: #ffffff; font-family: verdana, geneva, sans-serif; font-size: 14pt; background-color: #008000;\">\u201cIf We Aren\u2019t Working For You, Then You Aren\u2019t Working At Your Best\u201d<\/span><\/h3>\n<p style=\"text-align: left;\"><span style=\"font-family: 'times new roman', times, serif; font-size: 18pt; color: #008000;\">Chris Whalen, CPA<\/span><br \/>\n<span style=\"font-family: verdana, geneva, sans-serif;\">(732) 673-0510<\/span><br \/>\n<span style=\"font-family: verdana, geneva, sans-serif;\">81 Oak Hill Road<\/span><br \/>\n<span style=\"font-family: verdana, geneva, sans-serif;\">Red Bank, NJ 07701<br \/>\nwww.chriswhalencpa.com<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-2045 aligncenter\" src=\"https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=169%2C154&#038;ssl=1\" alt=\"\" width=\"169\" height=\"154\" srcset=\"https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=200%2C182&amp;ssl=1 200w, https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=300%2C273&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=400%2C364&amp;ssl=1 400w, https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=600%2C546&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=768%2C699&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=800%2C728&amp;ssl=1 800w, https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=1024%2C931&amp;ssl=1 1024w, https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?resize=1200%2C1092&amp;ssl=1 1200w, https:\/\/i0.wp.com\/www.chriswhalencpa.com\/wp-content\/uploads\/2018\/02\/CW-CPA-LOGO.-1.jpg?fit=1516%2C1379&amp;ssl=1 1516w\" sizes=\"(max-width: 169px) 100vw, 169px\" data-recalc-dims=\"1\" \/><\/p>\n<p style=\"text-align: center;\">Red Bank \u2022 Rumson \u2022 Colts Neck \u2022 Holmdel \u2022 Middletown \u2022 Lincroft \u2022 Brick \u2022 Toms River \u2022 Sea Bright \u2022 Deal \u2022 Little Silver \u2022 Long Branch \u2022 Asbury Park \u2022 Bradley Beach \u2022 Belmar \u2022 Brielle \u2022 Eatontown \u2022 Fair Haven \u2022 Farmingdale \u2022 Highlands \u2022 Atlantic Highlands \u2022 Howell \u2022 Locust \u2022 Monmouth Beach \u2022 Shrewsbury \u2022 Spring Lake \u2022 Tinton Falls \u2022 Monmouth County<\/p>\n<p style=\"text-align: center;\"><span data-offset-key=\"923c7-14-0\">#retirement #retirementplanning #financialfreedom #investment #financialplanning #insurance #money #investing #lifeinsurance #finance #family #seniorliving #realestate #wealth #savings #seniorcare #financialadvisor #personalfinance #financialliteracy #health #business #retirementgoals #invest #entrepreneur #assistedliving #financialindependence #k #love #seniors #retirementcommunity #SmallBusinessSaturday #SmallBusinesses #cpa #irs #taxes #1040 #IRS #CPA #BusinessIdeas<\/span> #incometaxes #incometax #jerseyshore #taxplanning #Accounting <span data-offset-key=\"923c7-14-0\">#TaxReturns #selfemployed <\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;\" ><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":""},"categories":[62,40,76],"tags":[79,78,53,134,440,244,226,18,388,431,301,436,298,302,437,430,438,107,127,314,308,296,208,21,106,441,313,442,299,303,204,443,439,429,434,250,435,432,248,128,35,133,249,433],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Memo - Business Owners With A Retirement Plan | Who Is Your TPA? 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