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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 are used to share "hot topics" and information that you may want to communicate to your clients immediately. The articles do not have 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 turn-around gives you an edge in communicating timely information to clients.

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

Compliance News Articles

June 2017:

May 2017:

Compliance Newsletters

June 2017

  • Multiemployer Mergers and PBGC Collection of Information
  • PBGC Early Warning Program FAQ
  • State-Run Retirement Plan Rule Overturned
  • President Trump’s 2018 Federal Budget Proposal

May 2017

  • City-Run Retirement Plan Rule Overturned
  • Public Comments Sought for 2017-2018 Priority Guidance Plan
  • ERISA Advisory Council – 2017 Focus Topic
  • Advanced Copies of 2017 Form5500 and 5500-SF

March 2017

  • Relief for Victims of Louisiana Storms
  • Executive Order May Impact Federal Rulemaking
  • IRS Issues Exam Guidelines for Substantiation of Hardship Distribution Documentation
  • FASB Accounting Standards Update

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