Reference guides for TPAs on the annual cycle?

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?

A bit suspicious that the author is not named. How do we know his/her credentials?

I, too, was wondering about Overnight Expert's credentials.  Not only was the "A Year in the Life of a TPA: Retirement planning fundamentals for people getting started in a TPA role" - 48 pages - released on September 8th (yes, less than 3 weeks ago), but also Overnight Expert released "Retirement Plan Fundamentals: A Practical Guide for Aspiring TPAs, Compliance Professionals, and Exam Candidates" - 75 pages - on September 10th.  The paperback versions are relatively expensive.

The sample available in the Retirement Plan Fundamentals is on point, avoids jargon and is readable by a novice.

I would not be surprised if the author is someone with a depth of experience who saw a need for a layman's version of "how do you describe to your relatives at Thanksgiving dinner what you do for a living", and then used AI to bring it all together.

14 hours ago, Paul I said:

I would not be surprised if the author is someone with a depth of experience who saw a need for a layman's version of "how do you describe to your relatives at Thanksgiving dinner what you do for a living", and then used AI to bring it all together.

Possibly, but I also wouldn't be surprised if its 99% AI.  Amazon is getting flooded with AI generated books in all categories.  I haven't looked at the books in question, but the 50-100 page appears to be the sweet spot in non-fiction.  If they are accurate and people find them helpful, I'm not necessarily against it.  I do worry about AI trend and accuracy though, I have seen ChatGPT come up with some scary stuff when asked basic questions.  Last week an advisor asked a question about a company having more than one plan in the same year, and ChatGPT said it was a violation of the exclusive benefit rule...

If an author of a book partly AI-generated copied, even temporarily for the generative software, others’ works, one wonders about copyright infringement.

Those who understand authors’ and publishers’ efforts might not support a book that infringes or otherwise harms an author’s economic, or even moral, rights.