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Merkley Retirement Consultants
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BPAS
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Compensation Strategies Group, Ltd.
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The Pension Source
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BPAS
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EPIC RPS
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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July Business Services
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DWC ERISA Consultants LLC
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Defined Benefit Specialist II or III Nova 401(k) Associates
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Nova 401(k) Associates
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Year-End Employee Benefit Plan Considerations
McAfee & Taft 
[Guidance Overview] Dec. 19, 2023 "[K]ey items to consider at this time: [1] Health Plans: Gag-clause attestation due December 31, 2023 ... [2] Retirement Plans: Increased cash-out limit option January 1.... [3] Health Plans: Mental health parity comparative analysis required now.... [4] Retirement Plans: Student loan matching contributions allowed January 1.... [5] Health Plans: PBM legislation increasing costs on employers and employees.... [6] Health Plans: Prescription drug reporting due June 1.... [7] Health Plans: Online shopping tool required for all covered items and services effective January 1.... [8] Health Plans: Prescription drug machine-readable files." |
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