Web Content Viewer

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

February 2024:

January 2024:

December 2023:

November 2023:

Compliance newsletters

March 2024

  • IRS Postpones Form 5558 Electronic Filing Through EFAST2
  • Puerto Rico 2024 Limits
  • Disaster Relief for California, Maine, Michigan, Washington & West Virginia

February 2024

  • Independent Contractor Final Regulations
  • PLESA Anti-Abuse Guidance
  • DOL Proposed Regulation for Automatic Portability Transactions
  • PTE Application Process Final Rule
  • RFI for Reporting and Disclosure Requirements
  • Disaster Relief for Rhode Island and Connecticut
  • Yield Curve Final Regulations

January 2024

  • Disaster Relief for Tennessee
  • Limited SECURE 2.0 Guidance

 


 

Small Banner Web Content Viewer