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Pentegra
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Retirement Plan Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Managing Director - Operations, Benefits Daybright Financial
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Regional Vice President, Sales MAP Retirement USA LLC
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BPAS
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Southern Pension Services
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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MAP Retirement
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Retirement Relationship Manager MAP Retirement
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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BPAS
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New Audit Rules for 2023 5500 Forms
Watkins Ross 
Nov. 13, 2023 "For plan years beginning on or after January 1, 2023, only participants with an account balance at the beginning of the year ... are counted for purposes of requiring an audit.... If you are still close to the participant count threshold, consider looking at your terminated participants with account balances and make efforts to force out small account balances as your plan may allow." MORE >> |
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