Understanding how legislation affects retirement solutions is key to your business. We have several channels to help you and your clients keep up to date with the latest legislative and regulatory news.
Compliance news articles deliver hot topics and information that you may want to communicate to your clients immediately. These articles don’t come out on a set publication schedule. Compliance news articles are published within a few days following a release of a new or proposed law or regulation. The quick turnaround helps give you an edge in communicating timely information to your clients.
Compliance newsletters are a regularly published monthly newsletter that summarizes developments and items of interest that have occurred during the month.
February 2025:
Puerto Rico 2026 Limits
December 2025:
November 2025:
September 2025:
August 2025:
July 2025:
- DOL PEP Guidance
- Uncashed and Replacement Check Withholding and Reporting Guidance
- Filing Relief for Natural Disasters Act
- Disaster Relief
March 2025:
- Extension of Certain Proposed RMD RegulationsThe IRS issued Announcement 2026-7, extending the effective date of certain provisions in proposed required minimum distribution regulations.
- Proposed Regulations Related to Required StatementsThe DOL issued proposed regulations implementing requirements related to the electronic delivery of certain notices and disclosures.
- DOL National Enforcement Projects for Employee Benefit PlansThe DOL announced an overhaul of its national enforcement projects for 2026.
- Puerto Rico 2026 LimitsThe Puerto Rico Department of Treasury announced the 2026 limits for retirement plans dually or solely qualified in Puerto Rico.
- Disaster ReliefThe IRS and PBGC have issued disaster relief in response to severe storms and flooding in Louisiana and Montana.
- IRS Guidance on Trump AccountsThe IRS issued Notice 2025-68, providing initial guidance on Trump Accounts.
- Disaster ReliefThe IRS and PBGC have issued disaster relief in response to various national disasters.
- PBGC Present Value of Maximum GuaranteePBGC announced the 2026 present value of maximum guarantee.
- 2026 Dollar LimitsVarious IRA and qualified retirement plan annual limits announced for 2026.
- Missouri Disaster ReliefThe IRS and PBGC issued disaster relief for certain deadlines until March 30, 2026, in parts of Missouri.
- 2026 PBGC LevelsPension Benefit Guaranty Corporation (PBGC) announced the flat and variable rate premium amounts as well as the maximum benefit levels for various purposes for 2026.
- Disaster ReliefThe IRS and PBGC have issued disaster relief in response to severe storms and flooding in Alaska, North Dakota, and South Dakota.
- Spring 2025 Agenda UpdateThe Spring Unified Agenda of Federal Regulatory and Deregulatory Actions was recently released and includes items impacting retirement plans.
- Catch-Up Contributions Final RegulationsFinal regulations issued for catch-up contribution changes that support the updates covered within SECURE 2.0.
- Disaster Relief for WisconsinThe IRS and PBGC have issued disaster relief for businesses and individuals impacted by severe storms, straight-line winds, flooding, and mudslides in Wisconsin.
- PBGC Miscellaneous Final RulePBGC issued its final rule outlining miscellaneous technical corrections that address premium rates, due dates, and deadlines for terminating single-employer retirement plans.
- Access to Alternative Assets Executive OrderPresident Trump signed an Executive Order stating that participants in defined contribution plans should have access to investments in alternative assets.
- Disaster Relief for West VirginiaThe IRS and PBGC have issued disaster relief in response to severe storms and other disaster events in West Virginia.
- Disaster Relief for Texas and New MexicoIn response to various natural disasters, the IRS and PBGC extended certain deadlines for individuals and businesses impacted in Texas and New Mexico.
- Filing Relief for Natural Disasters ActCongress passed a new law that allows the IRS to grant relief for state-declared disasters and automatically extend certain deadlines for federally declared disasters.
- Uncashed and Replacement Check Withholding and Reporting GuidanceThe IRS issued tax withholding and reporting guidance regarding certain uncashed and replacement checks from a retirement plan.
- DOL PEP GuidanceThe DOL issued new PEP guidance and a request for information.
- Annual Funding Notice GuidanceField Assistance Bulletin 2025-02 provides guidance on the annual funding notice requirement changes as set forth by SECURE 2.0.
- Disaster Relief for Arkansas, Tennessee, and VirginiaThe IRS and PBGC have issued disaster relief in response to severe storms and flooding in Arkansas, Tennessee, and Virginia.
- Annual Funding Notice GuidanceField Assistance Bulletin 2025-02 provides guidance on the annual funding notice requirement changes as set forth by SECURE 2.0.
- Disaster Relief for Arkansas, Tennessee, and VirginiaThe IRS and PBGC have issued disaster relief in response to severe storms and flooding in Arkansas, Tennessee, and Virginia.
- Disaster Relief – West Virginia
In response to severe storms, straight-line winds, flooding, landslides, and mudslides in parts of West Virginia, the IRS and PBGC have issued disaster relief. - DOL Released Model Notice
The Department of Labor published a model notice to facilitate compliance with notice requirements in PTE 2002-51.