Archived Insight | October 15, 2015

Year-End Update on Compliance Issues for Retirement Plans

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New Model Annual Funding Notices and Companion DOL Guidance

The DOL issued new model annual funding notices (AFNs) for single-employer and multiemployer DB plans, which include changes made by SECURE 2.0.
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Multiemployer Pension Plan News for Q1 2025

Multiemployer retirement plan sponsors: Get caught up on 5 important topics in our recap of first quarter news impacting multiemployer pension plans.
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Social Security Administration Updates Form SSA-1945

Public sector employers and pension plans that don’t participate in Social Security should send the updated Form SSA-1945 to new hires to sign before

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.