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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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Implementing the 2023 Form 5500 Changes
Arthur J. Gallagher & Co. 
[Guidance Overview] May 8, 2024 "The updated form contains some significant changes for certain retirement plans and is effective for plan years beginning on or after January 1, 2023.... [1] Determining small or large plan status ... [2] Breakdown of administrative expenses ... [3] Consolidation rules for Defined Contribution Groups (DCGs) ... [4] Internal Revenue Code compliance questions ... [5] New disclosures for Multiple Employer Plans (MEPs) ... [6] Electronic filing for the extension of time to file." MORE >> |
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