• Client Portal
|
  • Subscribe to Newsletter
  • Request for Proposal
Legacy Retirement Solutions - Third Party Retirement Plan Administration
  • Home
  • About Us
  • Services
  • Articles
  • Resources
  • Contact Us
  • Careers
Legacy Retirement Solutions - Third Party Retirement Plan Administration
  • Home
  • About Us
  • Services
  • Articles
  • Resources
  • Contact Us
  • Careers
  • Home
  • Plan Design
  • NAPA Conference

Categories

  • Administration
  • Plan Design
  • Statutory / Regulatory

  • Plan Design

NAPA Conference

  • Posted on May 10, 2016 by Legacy Retirement Solutions

Download PDF

     Legacy Retirement Solutions LLC was fortunate enough to participate at the 15th Annual National Association of Pension Advisors (NAPA) last month in Nashville, TN. We sponsored a booth which enabled us to talk to pension advisors as well as other retirement plan professionals regarding the important services a third party administrator brings to the table for a retirement plan. It gave us a platform to create new relationships, keep up to date on how the industry changes and to share our story of how we work with financial advisors and wholesalers to bring the best retirement plan to the plan sponsors we work with.

     This was a big step for Legacy as this was our first booth at a major retirement plan industry conference. The experience was great and we hope to continue to get our name out there so we have the opportunity to grow our business and help plan sponsors get the benefits they are looking for from their retirement plan.

 Here is our booth:

 

 Napa booth

 

Prev
Consequences of Failing to Timely Adopt a PPA Restatement
Legacy Solo(k) Plans 2016
Next

Recent Administrative Posts

  • ADP Test Corrections
  • ADP Test Basics
  • Required Minimum Distributions

Recent Plan Design Posts

  • Safe Harbor 401(k) Establishment Deadline
  • Safe Harbor 401(k) Establishment Deadlines
  • The Power of Combining Plans

Recent Statutory / Regulatory Posts

  • ADP Test Corrections
  • ADP Test Basics
  • Required Minimum Distributions

Archived Articles A-Z

  • A-E
  • F-J
  • K-O
  • P-T
  • U-Y
  • Z-Z

A-E

  • A Plan Administrator’s “Due Diligence” Obligations
  • A Plan for Retirement Plan Compliance 2014
  • ADP Test Basics
  • ADP Test Basics
  • ADP Test Basics
  • ADP Test Corrections
  • Are You Ready For Your Next Plan year end?
  • Are Your SEP Plans Safe From Other Financial Advisors?
  • CARES Act – Retirement Plan Impact
  • Cashing-Out Terminated Employees From Your Company’s Retirement Plan
  • Changes to 404a-5 Participan Fee Disclosure Requires Additional Notifications
  • Changes to DOL Late Deferral Remittance Enforcement Procedure
  • Congress Enacts Changes to Hardship Withdrawal Rules
  • Consequences of Failing to Timely Adopt a PPA Restatement
  • Correcting Average Deferral Percentage Test Failures
  • Correcting Average Deferral Percentage Test Failures
  • Defined Benefit Plan Year Compliance Package
  • Delay to Deadline for Plan Sponsors to Make Retirement Plan Contributions
  • Department of Labor Releases New Guidance on Missing Participants
  • Employing the Proper Definition of Compensation
  • ERISA Bond: What Is It and Do I Need One?
Back to top

F-J

  • Form 5500 Update
  • Form 5500 Update
  • Important CARES Act 2020 RMD Rollover Deadline Fast Approaching
  • IRS Creates Permanent Form 5500 Penalty Relief Program for Non-ERISA Plans
  • IRS Expands Retirement Plan Sponsors’ Self-Correction Options
  • IRS Expands Use of Pre-Approved Plan Documents To Cash Balance Plans
  • IRS Grants 401(k) Safe Harbor Suspension Relief
  • IRS Grants Form 5500 Penalty Relief for Non-ERISA Plans
  • IRS Issues Final Regulations on Mid-Year Reduction or Suspension of Safe Harbor Contributions
  • IRS Issues Guidance on Same Sex Marriage
  • IRS Issues Guidance Regarding Uncashed Check
  • IRS Provides Guidance on Expansion of In-Plan Roth Rollovers
  • IRS Revisits Mid-Plan Year Changes to Safe Harbor 401(k) Plans
Back to top

K-O

  • Legacy Solo(k) Plans 2016
  • Limitations On Mid-Plan Year Amendments To Safe Harbor 401(k) Plans
  • NAPA Conference
  • New Opportunity In-Plan Roth Conversions
Back to top

P-T

  • Plan Sponsors Must Retain Hardship and Loan Documentation
  • Plan Year Compliance Packages
  • Required Minimum Distributions
  • Required Minimum Distributions
  • Required Minimum Distributions
  • Safe Harbor 401(k) Establishment Deadline
  • Safe Harbor 401(k) Establishment Deadlines
  • Solo 401(k) Brochure
  • Tax Credit for Small Employer Start-Up Plans
  • Tax Credit for Small Employer Start-Up Plans
  • The Power of Combining Plans
  • The Problem with Using Forfeitures to Satisfy Employer Contributions
  • The SECURE Act – Plan Sponsor Impact – Part 1
  • The SECURE Act – Plan Sponsor Impact – Part 2
  • The SECURE Act – Plan Sponsor Impact – Part 3
  • Treasury Issues Proposed Hardship Withdrawal Regulations
Back to top

U-Y

  • What are “Cash Balance Plans”?
  • What is “New Comparability”?
Back to top
         

Phone: 484-483-1044     E-mail: marketing@legacyrsllc.com     Address: 700 Turner Industrial Way, Suite 110, Aston, PA 19014     Follow Us: LinkedIn

© Copyright 2019 Legacy Retirement Solutions - All Rights Reserved - Design by CrafTech Computer Solutions

 

Links

  • Overview
  • Principals
  • Staff