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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Nova 401(k) Associates
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Daybright Financial
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Stones River Consulting
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Regional Sales Director-Heartland July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Regional Sales Director-Mid Atlantic July Business Services
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Internal Channel Sales Team Lead July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Independent Retirement
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2024 Qualified Retirement Plan and Health and Welfare Plan Checklist: A Very Demure, Very Mindful Year
Eversheds Sutherland 
[Guidance Overview] Nov. 21, 2024 "Qualified retirement plans: [1] Long-term part-time employees ... [2] Catch-up provisions ... [3] Forfeitures ... [4] Expanding automatic enrollment in retirement plans ... [5] Roth catch-up contributions ... [6] Required minimum distributions ... [7] Annual notices ... [8] Qualified plan amendments ... Health and welfare plans: [1] Gag clause prohibition compliance ... [2] End of telehealth extension ... [3] Mental Health Parity and Addiction Equity Act requirements ... [4] HIPAA privacy reproductive health protections ... [5] Health and welfare plans cybersecurity." MORE >> |
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