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Relationship Manager - Defined Contributions

Daybright Financial
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Plan Administrator

Heritage Pension Advisors, Inc.
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Senior Account Manager

Daybright Financial
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Dependent Eligibility: Another Fiduciary Responsibility for Employers
MZQ Consulting, LLC Link to more items from this source
Nov. 20, 2025

"[E]ven employers that clearly define their eligibility provisions may find themselves accidentally covering ineligible dependents. There could be financial, operational, and legal risks associated with this ... While there's little 'official' guidance about how dependent eligibility audits should be performed, [this article provides a list] of the items employers might want to keep in mind for the process."  MORE >>

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