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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Stones River Consulting
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Regional Sales Director-Heartland July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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EPIC RPS
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Director of Regulatory Operations and Compliance PCS Retirement
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Year-End Employee Benefit Plans: Key Deadlines and Compliance Tips for EmployersKLB Benefits Law Group |
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Nov. 7, 2025 On-Demand Webinar |
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n this episode, Doll Lank and Kathleen Bass of KLB Benefits Law Group walk employers through the critical year-end tasks for employee benefit plans. From retirement plan amendments and Form 5500 filings to health and welfare plan elections, they explain what must be completed before December 31, common oversights, and strategies to stay compliant. They also cover recent regulatory updates, including Secure 2.0 changes, catch-up contributions, and updates to dependent care and student loan benefits. |