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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

August 2024:

July 2024:

June 2024: No news articles

Compliance newsletters

September 2024

  • Qualified Student Loan Match Guidance
  • Disaster Relief

August 2024

  • Disaster Relief
  • Required Minimum Distribution Updates
  • DOL Fiduciary Rule Suspended

July 2024

  • Guidance Related to Certain SECURE 2.0 Distributions
  • DOL Comments on DB Plan Fiduciaries Choosing an Annuity Provider
  • Disaster Relief

 

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