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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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MAP Retirement
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BPAS
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Retirement Plan Consultants
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Compass
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Managing Director - Operations, Benefits Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Mergers & Acquisition Specialist Compass
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July Business Services
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BPAS
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Pentegra
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Retirement Plan Administration Consultant Blue Ridge Associates
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Southern Pension Services
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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2023 Annual Employee Benefits Compliance Checklist for Plan Administrators (PDF)
Williams Mullen 
Nov. 20, 2023 12 pages. "This checklist addresses plan amendments, notices and other considerations for qualified retirement plans, welfare plans, and stock-based and performance-based plans. A chart showing benefit and contribution limits for 2024 is included." |
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