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Daybright Financial
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Compass
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Relationship Manager - Defined Contributions

Daybright Financial
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Retirement Plan Administrator

Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
(Wausau WI / Hybrid)

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Compliance Consultant

Compass
(Remote / Stratham NH / Hybrid)

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Frank Pension Consultants, Ltd.
(Lincolnshire IL)

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Plan Sponsor Year-End Compliance To-Do List
HUB International Link to more items from this source
[Guidance Overview]
Dec. 18, 2025

"[K]ey considerations and action items plan sponsors should address prior to the end of this year or at least prioritize in early 2026: [1] Telehealth coverage -- to charge or not to charge ... [2] Dependent care contribution limits -- should you increase the limit? ... [3] Direct Primary Care Arrangements -- some arrangements can be paired with an HSA.... [4] Remember gag clause attestations.... [5] Revisit last year's ACA reporting 'present'.... [6] Update HIPAA Notice of Privacy Practices.... [7] Mental Health Parity & Addiction Equity Act (MHPAEA) NQTL compliance still required.... [8] Routine year-end housekeeping."  MORE >>

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