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BPAS
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Anchor 3(16) Fiduciary Solutions
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Southern Pension Services
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Retirement Plan Administration Consultant Blue Ridge Associates
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Pentegra
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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July Business Services
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ESOP Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Relationship Manager MAP Retirement
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BPAS
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Retirement Plan Consultants
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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MAP Retirement
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January 1 Plan Mergers and the One-Day Audit Controversy
Belfint Lyons Shuman 
[Guidance Overview] Sept. 23, 2025 "[A] January 1 merger date causes a logistically inconvenient and impractical one-day plan year for the merged plan.... [T]he correct course of action is to complete a one-day final Form 5500 and audit report.... [T]he DOL's main concern is that the transfer of participant account balances from plan to plan be subject to audit procedures. To EBSA, an independent verification of the transfer is the most important practical consideration " MORE >> |
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