2026-09-08 · email

Nydia Retirement Solutions resignation letter received in writing, with Form 5558

Nydia Retirement Solutions resignation letter received in writing, with Form 5558 — 2026-09-08

Jamar closing the loop on the TPA resignation he first raised on 2026-09-03. The formal letter arrived by mail; he filed it and the Form 5558 and is putting hard copies on Derek's desk.

Summary

  • The official resignation letter from Nydia Retirement Solutions arrived in the mail on 2026-09-08. This converts the 2026-09-03 heads-up into a documented event.
  • Nydia have ceased all work on the Triumph Capital Management 401(k) plan and will perform no further work on it.
  • Nydia also enclosed Form 5558 — the application for extension of time to file the Form 5500 series. This matters against the 2025 Form 5500 deadline of 2026-10-15 with extension already tracked in the open items.
  • Jamar saved both documents to the TCM 401(k) plan folder under year 2025 and is placing the hard copies on Derek's desk after his afternoon meetings.
  • Addressed to Derek; Brandon, JT and Rheece copied. No ask is made of JT in the text.
  • The replacement-TPA decision the 2026-09-03 record left open is untouched here — nobody names a successor firm or a date.

Decisions

  • Nothing raised. The filing location is Jamar's own operational choice, not a firm decision.

They asked me for

  • Nothing raised. JT is copied for visibility.

I asked them for

  • Nothing raised.

Concerns and frustrations raised

  • Nothing raised.

What they are focused on

  • Jamar Anderson: getting the resignation documented and physically in front of Derek, and getting the paperwork filed where the plan record lives, rather than leaving it as a verbal heads-up.

Doable / not doable / needs a decision

  • Replacement TPA for the plans → still needs a decision, unchanged from 2026-09-03; the letter removes any ambiguity that Nydia is gone but does not advance the succession.

Action items

Mine

  • Nothing assigned to JT in this thread.

Theirs

  • File the resignation letter and Form 5558 in the TCM 401(k) plan folder, year 2025 — Jamar Anderson — done 2026-09-08
  • Place hard copies on Derek's desk — Jamar Anderson — target 2026-09-08 same afternoon
  • Engage a replacement TPA before the 2026-10-15 Form 5500 deadline — Derek Eichenwald and Brandon Drespling — open from 2026-09-03

Suggestions for me

  • The Form 5558 in Nydia's envelope is the useful detail. Worth confirming whether Nydia actually filed the extension or merely enclosed a blank form for the Firm to file — the email does not say, and the 2026-10-15 date depends on the answer.
  • This is the second 401(k) item in a week from Jamar with no owner attached to the replacement decision. It belongs on the next Derek or Brandon agenda rather than sitting in the inbox.

Notable quotes

"They have ceased all work on the Triumph Capital Management 401(k) plan and will not perform any further work on the plan." — Jamar Anderson

"They also included Form 5558. I saved both documents in the TCM 401(k) plan folder under year 2025 and will place the hard copies on your desk after your meetings this afternoon." — Jamar Anderson