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
Read the case studyArticle
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.
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.
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.
Benefits alert
Preparing for the 2026 PBGC and 2025 Form 5500 filings
We detail changes, key reminders, and common errors to help retirement plan sponsors avoid mistakes.
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