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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

December 2018:

November 2018:

October 2018:

Compliance newsletters

January 2019

  • Once-in-Always-in Relief for 403(b) Plans
  • Regulatory Agenda Update
  • PBGC News

December 2018

  • EBSA Proposes Changes for Small Accounts
  • Changes Proposed for Hardship Withdrawals
  • Disaster Relief for California

November 2018

  • 2019 Retirement Plan Dollar Limits
  • PBGC Final Rule for DB Single Employer Plan Terminations
  • Disaster Relief for Latest Hurricane Victims
  • PBGC Announced 2019 Levels
  • PBGC Renewal and Changes to Reportable Event Filings
  • DOL Proposes Changes for Multiple Employer Plans


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