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Retirement Plan Consultants
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BPAS
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Southern Pension Services
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Pentegra
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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BPAS
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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July Business Services
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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Plan Documents and Annual Required NoticesSavoy |
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Nov. 19, 2025 9:30 a.m. - 10:30 a.m. ET Webinar |
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Are you sending the required disclosure notices to participants and their dependents? The Employee Retirement and Income Security Act (ERISA) requires employer-sponsored health and welfare benefit plans to send a variety of notices to participating employees and their dependents. Join Sara to learn the differences between an SPD, plan document and wrap document and when each applies. Section 125 will also be covered, as well as a review of the notices and disclosures required by employer-sponsored health and welfare benefit plans, including annual notice requirements. |