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July Business Services
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The Pension Design Group
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Compass
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3(16) Plan Customer Liaison, Enrollments Compass
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July Business Services
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Participant Services Representative West Coast BPAS
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Hilldrup.com
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Senior 401k Plan Administrator FMI Retirement Services
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401k Generation
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LucidHealth
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DWC (The 401k Experts)
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Senior Retirement Plan Administrator Daybright Financial
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PPS Pension Services
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Health Benefits Actuarial Consultant BPAS
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ERISA Services Inc.
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Free Publications
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A Common and Costly Oversight: The Importance of a Written Section 125 Plan
Bricker Graydon Wyatt 
Mar. 10, 2026 "Often discovered during an audit or transaction, the failure to maintain a written plan document can expose employers to unexpected tax penalties.... A common misconception is that payroll practices or other enrollment materials can substitute for a written plan, however, SPDs, benefit summaries, or other insurance carrier certificates do not replace a Section 125 plan document. " MORE >> |
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