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REGULATORY UPDATES

Staying compliant, keeping ahead

A constantly changing regulatory climate for retirement plans of all kinds can make it difficult to set a strategy, stick to it, and maintain long-term compliance.

Anticipate change

Complexity: A fact of life

As if the management of benefits alone were not complex enough, a dynamic regulatory environment can seem like a never-ending headache.

At the same time, with an in-depth understanding of what regulatory changes mean, they can also present opportunities to improve benefits, reduce costs, and increase efficiency. Streamlined reporting and efficient processes are essential to realizing any potential benefits from compliance.

case study

Assisting a plan sponsor with its investment portfolio using asset liability modeling

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case study

Partnering annuity placement services with co-fiduciary services

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Newsletter

IRS limits forecast

We present our forecast for changes to IRS limits for qualified retirement plan compensation and benefits.

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Article

A retirement plan sponsor’s guide to nondiscrimination testing

What is nondiscrimination testing for a DB or DC plan? We give an overview for plan sponsors.

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White paper

DOL releases proposed rule on SECURE 2.0 requirement to provide paper benefit statements to retirement plan participants

After the Department of Labor's proposed rule on a requirement for DB and DC plans to provide paper statements, we cover key considerations for retirement plan sponsors.

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Benefits alert

IRS announces updated anticipated applicability date of future final regulations on required minimum distributions affecting employer-sponsored retirement plans

We detail the Treasury and IRS’s February update to future final regulations relating to required minimum distributions from retirement plans.

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