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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

November 2018:

October 2018:

September 2018:

Compliance newsletters

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

October 2018

  • Changes to Safe Harbor Rollover Notices
  • PBGC Issues Final Rule for Multiemployer Plan Mergers and Transfers
  • Disaster Relief for North and South Carolina
  • EPCRS Update

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

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