Web Content Viewer

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

September 2018:

August 2018:

July 2018:

Compliance newsletters

September 2018

  • DC Opinion Letter Deadline Extended
  • IRS Private Letter Ruling on Student Loan Benefit Program
  • PBGC Survey of Multiemployer Plans
  • IRS Extension for Closed DB Plans
  • PBGC is Proposing Changes to Form 5500
  • President Trump Signed Executive Orders for ‚ÄúRetirement Security

August 2018

  • PBGC Proposal for Critical or Mass Withdrawal Multi-Employer Plans
  • IRS Finalizes Regulation Changes on QNEC and QMAC Definitions
  • PBGC Updates Disaster Relief Announcement Policy
  • New York Establishes Best Interest Rule

July 2018

  • DOL Final Fiduciary Regulation Package Vacated Part 2
  • IRS and PBGC Disaster Relief for Hawaii

Small Banner Web Content Viewer