SensibleUsername

I recently ran across this book, "A Year in the Life of a TPA"-- I downloaded it on Kindle (free) and was impressed by how it simplifies a lot of the "annual cycle" we deal with as TPAs. It seems like a short-but-sweet outline of otherwise complex work. I am considering ordering a few copies for our staff. Has anyone purchased this specific guide? What other reference guides do you recommend for a TPA firm to keep on hand?

Our firm uses Datair (now CalcAir) and I have to admit, I am blown away by how rudimentary the software is. It has a clunky UI and is not very intuitive, even for seasoned retirement specialists. If you were to choose a new RK software that assisted with making Compliance Testing a breeze, made document building more simplified, etc., what features would you want? What about a software you could use year-round that helped TPAs managing multiple retirement accounts (401(k), DB, CB, etc.) keep up with their clients' plans in terms of CT and employee eligibility, deferrals, 5500 proactivity, etc.?