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REGULATORY UPDATES

Staying compliant, keeping ahead

Anticipate change

Complexity: A fact of life

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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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.

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).

Article

Public pension plan funding policy: Implications for revised ASOP 4

In public pension plan funding, amortization methods with short rolling periods better meet the intent of revised Actuarial Standard of Practice No. 4 (ASOP 4).

Newsletter

IRS limits forecast

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

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