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Compliance Newsletter Archive

July 2024

  • Guidance Related to Certain SECURE 2.0 Distributions
  • DOL Comments on DB Plan Fiduciaries Choosing an Annuity Provider
  • Disaster Relief

June 2024

  • Disaster Relief FAQ
  • Abandoned Plan Program
  • Disaster Relief for Ohio, Nebraska, Oklahoma, Iowa, and Texas

May 2024

  • Retirement Savings Lost & Found
  • RFI for Reporting & Disclosure Requirements Extension
  • Extension of Limited RMD Relief
  • Final Amendment to QPAM Exemption
  • DOL Final Fiduciary Rule: Retirement Security Rule
  • Disaster Relief for Maine & Rhode Island

April 2024

  • Disaster Relief for Alaska
  • Proposed White House Budget

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

See past compliance newsletters: 2023

 

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