WavesTPA, Inc. offers the following resources:

Info Sheets:

2024 Deadlines and To Do’s

Important 2024 401(k) Dates.

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2024 COLA Limits

Cost of Living Adjusted Limits for 2024.

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Tax Credit Summary Sheet

A look at what tax credits are available for 401(k) Plans

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Simple vs. 401(k)

Major differences between SIMPLE IRAs and 401(k) Plans

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Third Party Administrators, Inc. Qualified Retirement Plan Services

TPA, Inc. offers an array of design and administrative services

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The TPA Experts Quick Reference Guide

A quick reference sheet for your retirement plan.

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Instructions for Secure File Exchange

How to access and use our secure interactive website.

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Newsletters:

2024:

Winter 2024

Components of Defined Contribution Plan Compliance Testing

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2023:

Winter 2023

2023 - SECURE 2.0 is a Go!

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Spring 2023

Plan Participants: The More They Know, The Better

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Summer 2023

Bonds: Is your plan covered?

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Fall 2023

Cost of Living Adjustments 2024

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2022:

Winter 2022

2022 - An Ideal Time to Review Plan Design

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Spring 2022

Timing of Deposits: 401(k)/403(b) Deferrals and Loan Repayments

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Summer 2022

Form 5500 Insights

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Fall 2022

Cost of Living Adjustments 2023

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2021:

Spring 2021

Retirement Planning is a Team Sport

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Summer 2021

Missing Participants: Ready or Not, Here I Come!

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Fall 2021

Save More for Retirement in 2022

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2020:

Winter 2020

How the SECURE Act is Changing Retirement

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Spring 2020

Understanding the CARES Act

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Summer 2020

Electronic Delivery Could Save Billions

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Fall 2020

Cost of Living Adjustments for 2021

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