Archived Insight | October 15, 2015

Year-End Update on Compliance Issues for Retirement Plans

We identify some upcoming compliance deadlines and other reminders for employers that sponsor defined benefit (DB) and defined contribution (DC) plans, including multiple-employer plans.

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Strong Investment Returns Lead to Improvement in Zone Status

See an infographic of key findings from our latest survey of multiemployer pension plans showing 75% are in the green zone as of 1/1/24 — and more.

Retirement, Multiemployer Plans

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New HIPAA Rule Will Require Updates to Policies and Notices

Prepare to comply by December 23, 2024: New HIPAA rule on protections for PHI related to lawful reproductive healthcare

Health, Compliance, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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IRS Explains New Disaster Relief Distribution and Loan Rules

Get details and next steps regarding IRS-issued FAQs on SECURE 2.0’s federally declared disaster relief provisions.

Compliance, Retirement, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.