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 studyBenefits alert
IRS expects to issue opinion letters for Cycle 4 DC qualified pre-approved plans
With the IRS set to issue letters on August 31, we recap key deadlines for some defined contribution plans.
Article
Are 401(k) plans ready for crypto, private equity, private real estate, hedge funds, and other alternative assets?
We offer some considerations for plan sponsors before adding non-traditional asset classes to 401(k) plan investment lineups.
Article
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.
Services