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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

November 2023:

October 2023:

August 2023:

Compliance newsletters

December 2023

  • Proposed Rule for LTPTEs
  • 2024 Dollar Limits
  • Proposed Fiduciary Changes

November 2023

  • PBGC 2024 Levels
  • Louisiana Disaster Relief
  • IRS and Treasury 2023-2024 Priority Guidance Update

October 2023

  • Form 8955-SSA and 5500-EZ Updates
  • Disaster Relief for South Carolina, Georgia, Maine, and Massachusetts



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