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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

July 2017:

June 2017:

May 2017:

Compliance Newsletters

August 2017

  • Multiemployer suspension of benefit update
  • PBGC request for information
  • Changes to pre-approved plans program

July 2017

  • PBGC Amends Rule for Examination and Copying Records
  • IRS and PBGC Disaster Relief Announcements
  • DOL Issues Request for Information on Fiduciary Rule

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

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