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.

Newsletter

IRS limits forecast

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

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Client action bulletin

Year-end compliance issues for single-employer defined benefit and defined contribution retirement plans

Key areas that defined benefit and defined contribution plan sponsors should address during the last quarter of 2025.

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Article

Life after special financial assistance – withdrawal liability

Multiemployer pension plans receiving special financial assistance should review the latest key changes to the withdrawal liability, among other recent guidance.

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Article

What is PBGC Form 10 and do you need to file?

Plan sponsors of qualified single-employer pension plans and their actuaries need to be on the lookout for events that require additional reporting to the Pension Benefit Guaranty Corporation (PBGC).

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