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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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Employee Benefit Compliance Priorities for Year End
Eversheds Sutherland 
[Guidance Overview] Dec. 18, 2025 "Plan sponsors should be collaborating with their payroll vendors and recordkeepers to understand how mandatory Roth catch-up contributions will be processed for high wage earners ... [If] at least one applicable retirement plan within a controlled group permits super catch-up contributions, all controlled group retirement plans must also permit super catch-up contributions.... By February 16, 2026, each HIPAA covered entity and business associate must update its Notice of Privacy Practices (NPP) ... Some section 409A corrections under Notice 2008-113 must be completed by year-end, making now the ideal time to identify and finalize correction of any lingering errors." MORE >> |
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