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Independent Retirement
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Stones River Consulting
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Year-End Amendments for 457(b) Plans
Verrill Dana LLP 
[Guidance Overview] Dec. 8, 2025 "The SECURE 2.0 changes that have most commonly been put into effect for such plans are [1] an increase in the small balance distribution limit from $5,000 to $7,000 and [2] an increase in the required minimum distribution age from age 72 under the SECURE Act of 2019 ... If a calendar year non-governmental 457(b) plan has operationalized either change, or both, a plan amendment will be needed to reflect the relevant changes by December 31, 2025[.]" MORE >> |
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