Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Third Phase of Form 5500 Changes Released
Ascensus [Guidance Overview] Apr. 17, 2023 "This guidance addresses changes related to provisions in [SECURE 1.0, enacted in 2019]. The Agencies' third phase of final forms revisions are effective for plan years beginning on or after January 1, 2023. The DOL simultaneously published a final rule with an effective date of April 25, 2023, which is required to implement the Agencies' third phase of final forms." |
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