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Home
About Us
CEFEX-Certified Recordkeeper/TPA
Our Clients
Our Company
Our Departments
Our History
Our Team
Career Opportunities
Industry Certifications
News
Annual Plan Limits Chart
Compliance Deadlines
Newsletters/Bulletins
Case Studies
SECURE Act
CARES Act
Services
RPGFocus Recordkeeping System
Financial Institution Relationships
Social(k)
Payroll Integration
TPA Partnership Program
Retirement Plan Administration
401(k)/403(b) Plans
Solo 401(k) Plans
Cash Balance Plans
Nonqualified Deferred Compensation Plans
New Comparability (Cross-Tested)
3(16), 3(21), 3(38) Fiduciary Services
Other Plan Designs
Specialized Services
Davis-Bacon Act
FSA/Cafeteria Plans
Health Reimbursement Arrangements/Accounts (HRA’s)
Health Savings Accounts (HSAs)
IRS Plan Audits
Simple Cafeteria Plan
Transit/Parking Plans
Resources
Client Resources
5500 Electronic Filing (EFAST2)
Census Information
Forms
Logins
Remote Support
Secure File Upload
Toolbox
Industry Resources
Calculators
Financial Wellness
401k Resources
401k Glossary
HSA vs HRA vs FSA Comparison Chart
Fidelity Bonds
401k Industry Links
Resources by Role
Financial Advisors
Plan Sponsors
Plan Participants
Advisor Video Series
Plan Sponsor Video Series
Contact Us
Schedule a Meeting
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Remote Support/Online Meeting
Evan Rapp
2021-02-24T23:30:59-05:00
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