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Retirement plan compliance

Understanding how legislation affects retirement solutions is key to your business. We have several channels to help you and your clients keep up to date with the latest legislative and regulatory news.

Compliance news articles deliver hot topics and information that you may want to communicate to your clients immediately. These articles don’t come out on a set publication schedule. Compliance news articles are published within a few days following a release of a new or proposed law or regulation. The quick turnaround helps give you an edge in communicating timely information to your clients.

Compliance newsletters are a regularly published monthly newsletter that summarizes developments and items of interest that have occurred during the month.

Compliance news articles

May 2024:

April 2024:

February 2024:

Compliance newsletters

May 2024

  • Retirement Savings Lost & Found
  • RFI for Reporting & Disclosure Requirements Extension
  • Extension of Limited RMD Relief
  • Final Amendment to QPAM Exemption
  • DOL Final Fiduciary Rule: Retirement Security Rule
  • Disaster Relief for Maine & Rhode Island

April 2024

  • Disaster Relief for Alaska
  • Proposed White House Budget

March 2024

  • IRS Postpones Form 5558 Electronic Filing Through EFAST2
  • Puerto Rico 2024 Limits
  • Disaster Relief for California, Maine, Michigan, Washington & West Virginia


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