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Compass
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July Business Services
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Mergers & Acquisition Specialist Compass
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Anchor 3(16) Fiduciary Solutions
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Strongpoint Partners
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MVP Plan Administrators, Inc.
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Retirement Plan Consultants
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Regional Vice President, Sales MAP Retirement USA LLC
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ESOP Administration Consultant Blue Ridge Associates
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EPIC RPS
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Retirement Plan Administration Consultant Blue Ridge Associates
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Combo Retirement Plan Administrator Strongpoint Partners
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Nova 401(k) Associates
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Managing Director - Operations, Benefits Daybright Financial
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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BPAS
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Benefits Planning for Year End and 2024
Jackson Walker
[Guidance Overview] Nov. 10, 2023 "Although there is no amendment required to single employer retirement plan documents by December 31, 2023, there are operational requirements that you will need to implement and keep records of the choices you make ... Many employers rely on their TPA or broker to manage ... compliance requirements. Employers should verify that the TPA or broker is complying with all of the changes, as the penalties generally fall on the employer sponsoring the group health plan subject to these requirements." |
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