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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

March 2025:

January 2025:

December 2024:

Compliance newsletters

May 2025

  • Annual Funding Notice Guidance
  • Disaster Relief for Arkansas, Tennessee, and Virginia

April 2025

  • Disaster Relief – West Virginia
  • DOL Released Model Notice

February 2025

  • 2025 PBGC Payment Deadline
  • IRS Proposed Catch-Up Regulations
  • IRS Proposed Automatic Enrollment Requirements
  • Final VFCP Adopted
  • PBGC Miscellaneous Proposal
  • Puerto Rico 2025 Limits
  • California Disaster Relief

 

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