Today’s retirement plans, and the environment in which they operate, are extraordinarily complex. Trustees of multiemployer retirement plans have many issues to consider related to their stewardship of the pension plan that plays a primary role in providing participants’ benefits. If there’s a companion annuity fund that provides supplemental retirement income, it also needs attention.
Maintaining a well-run annuity fund is a significant challenge. It requires continuous oversight to avoid costly mistakes and to mitigate risks, such as financial and compliance risks. Trustees need to ensure that the fund is administered properly and remains in compliance with the many laws, regulations and best practices that apply to defined contribution plans.
Annual reviews of the requirements for operating an annuity fund are recommended to meet trustees’ obligations as plan fiduciaries.
The process can be overwhelming.
We’ve created a quick tool to help trustees keep the plan in compliance and reduce operational mistakes: a list of top 10 compliance checks that you can download from this page.
This tool is just a starting point. Our 2025 Reporting and Disclosure Guide for Benefit Plans provides additional information and compliance support.
Download Now
Retirement, Multiemployer Plans
Retirement, Investment, Corporate
Retirement, Multiemployer Plans
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.
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