Antonb1985

So your overall perception of cpa's is based on single negative experience? If you have nothing positive to add here, please go away.

I'm a cpa trying to expand into a new niche, 401k administration. Essentially at this point, I'm trying to gain as much knowledge as I can about the area. I've signed up for the asppa rpf middles and plan on the getting the qpk certification. However, I find that their is lack of information specifically on the plan desing and nothing safe harbor plans. Basically Im looking to learn plan design from a to z. Also, when is comes to safe harbor plans, does a tpa design their own and have them approved by IRS or are there negeric plans one can obtain from from IRS or other sources? Also, how does does tpa establish data communication between the records keeper and the employer. Since essential we want data flowing freely to tpa to perform the testing, payroll reconciliation, have info on contributions/distributions and so on. Are there software packages that allow for this or a 3rd party IT vendor hired to do this? Thank you for your help.

For someone with no experience getting into TPA service, what would you recommend as educational sources? Specifically on designing 401k plans and obtaining approved safe harbor agreements?.