Plan Administration:
how to manage your plan

Do You Have a Retirement Plan Oversight Committee?

A Plan Sponsor must know what is happening in their retirement plan.

Important Tips on How to Protect Your Fiduciary Role

Have You Ever Wondered Exactly What A Fiduciary Is? What does it mean? Are you the Fiduciary?

How to Make Sure Your Retirement Plan is Compliant

As a Christian organization and an example to others, Retirement plan compliance is critical.

Useful Tools That Can Increase Your Plan’s Participation

Read about four great retirement plan educational tools that you can use as resources to encourage your staff.

7 Important Steps for Better Employee Participation

As you encourage and support your employees, it is also important to guide them in understanding retirement planning from a Christian perspective.

12 Things Plan Sponsors Need to Know

Executive Pastors, Business Managers, Board Members, CEO’s, COO’s, and HR Directors associated with Non-Profits are often in the dark when it comes to understanding retirement plans.

Are You Throwing Away Free Money?

Service leaders and those who serve them are faced with a unique set of tax and administrative issues when dealing with 403(B) Retirement Savings Plans.

Practical Tips on How to Pass Your Next Audit

It isn’t IF you’ll be audited, it’s WHEN you’ll be audited. So let’s make sure you’re ready.