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CalcAir
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ERISA Services Inc.
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Employee Fiduciary, LLC
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Sentinel Group
(Remote / Wakefield MA / Hybrid)

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July Business Services
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EPIC RPS
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Retirement Plan Consultant

July Business Services
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ERISA Services Inc.
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Nova 401(k) Associates
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Executive Assistant / Sales Support

M2B Retirement Consulting LLC
(Remote / Wexford PA)

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Relationship Manager/ Actuary

Daybright Financial
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3(16) Fiduciary Analyst

Anchor 3(16) Fiduciary Solutions LLC
(Remote / Wexford PA)

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Retirement Plan Installation & Document Manager

Fringe Benefit Group
(Remote / Austin TX)

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Navia Benefit Solutions
(Remote / Fresno CA)

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Relationship Manager

EPIC RPS
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Recordkeeping and TPA Relationship Manager

Daybright Financial
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Relationship Manager for Defined Contributions

Daybright Financial
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Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

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Senior 401k Plan Administrator

FM International Services
(Huntington NY)

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DC Plan Administrator

Heller Pension Associates, Inc.
(Remote / Hyde Park NY / Miami FL)

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Retirement Plan Forfeitures Under Fire

Multnomah Group

Aug. 1, 2025
On-Demand
Webinar

Plaintiffs in the Aldi retirement plan case are now challenging not just the use of forfeitures to offset employer contributions, but also whether those forfeitures are being used in a timely manner. With the Department of Labor backing plan sponsors in principle, this new angle raises important questions about how unallocated dollars are managed year over year. 

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