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.
March 2025:
- Annual Funding Notice Guidance
Field 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 Virginia
The 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.