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Compliance Newsletter Archive

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

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

September 2023

  • DOL Request for Information
  • Transitional Relief for Catch-Up Contributions
  • Disaster Relief for Mississippi, Illinois, Hawaii, Alaska, and Florida

August 2023

  • Limited RMD Relief
  • PBGC Final Rule for Terminating Single-Employer Plans
  • Disaster Relief for Vermont
  • GAO Makes 403(b) Recommendations to the DOL

June 2023

  • Congress Clarifies SECURE 2.0 Intentions
  • SECURE 2.0 Guidance Issued for EPCRS
  • Disaster Relief for Arkansas, Tennessee, Indiana, Oklahoma, Florida, California, the Northern Mariana Islands, and Guam

April 2023

  • Reporting Relief for 2023 IRA RMDs
  • Disaster Relief for California, New York, and Mississippi

March 2023

  • 2023 Plan Year Form 5500 Updates
  • DOL Extends Comment Period for Proposed VFCP Changes
  • Proposed Forfeiture Regulations

February 2023

  • Puerto Rico 2023 Limits
  • Disaster Relief for Georgia, Alabama, and California
  • PBGC Creates SFA Exception Process for Withdrawal Liabilities

January 2023

  • SECURE 2.0 Act of 2022
  • Proposed Regulations for Remote Notary or Plan Sponsor Witnessing
  • Disaster Relief for Florida and New York

December 2022

  • PBGC 2023 Levels
  • Expanded Determination Letter Program
  • Changes Proposed to VFCP
  • DOL Issues ESG Final Rule
  • PBGC Extends Public Comment Period on Withdrawal Liability Rates

November 2022

  • Puerto Rico Impacts from Hurricane Fiona
  • Limited Required Minimum Distribution Excise Tax Relief
  • PBGC Proposes Withdrawal Liability Rates for Multiemployer Plans
  • 2023 Dollar Limits
  • Disaster Relief for North and South Carolina

October 2022

  • Guidance Issued Related to Independence of Plan Auditors
  • Amendment Deadlines Extended
  • Disaster Relief for Arizona, Mississippi, Puerto Rico, Alaska, and Florida

September 2022

  • Plan Amendment Deadlines Extended
  • Disaster Relief for Kentucky and Missouri

August 2022

  • Multiemployer Plan Special Financial Assistance Update
  • Disaster Relief for MT and OK

July 2022

  • IRS Pre-Examination Pilot
  • IRS Ceases Letter Rulings for Certain Reversions
  • Regulatory Agenda Update

 

See past compliance newsletters: 20222021

 

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