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Goldberg, Swedelson & Associates
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MAP Retirement
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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MAP Retirement
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Retirement Relationship Manager MAP Retirement
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Daybright Financial
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The MandMarblestone Group, llc
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Defined Contribution Account Manager Nova 401(k) Associates
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MAP Retirement
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Senior Counsel – Investment Solutions Great Gray Trust Company
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The Pension Source
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Relationship Manager - Actuary Daybright Financial
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Regional Vice President, Sales MAP Retirement
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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When to Distribute an Updated Wrap SPD
Newfront 
Jan. 18, 2024 "Employers often are under the impression that they need to distribute a new wrap SPD annually and the updated underlying carrier documents within 90 days of the start of the plan year. However, by relying on open enrollment communications as a summary of material modifications (SMM), ERISA generally requires only that employers distribute a new wrap SPD once every five years." |
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