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REGULATORY UPDATES

Staying compliant, keeping ahead

A constantly changing regulatory climate for retirement plans of all kinds can make it difficult to set a strategy, stick to it, and maintain long-term compliance.

Anticipate change

Complexity: A fact of life

As if the management of benefits alone were not complex enough, a dynamic regulatory environment can seem like a never-ending headache.

At the same time, with an in-depth understanding of what regulatory changes mean, they can also present opportunities to improve benefits, reduce costs, and increase efficiency. Streamlined reporting and efficient processes are essential to realizing any potential benefits from compliance.

case study

Assisting a plan sponsor with its investment portfolio using asset liability modeling

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case study

Partnering annuity placement services with co-fiduciary services

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Limits forecast

2027 IRS Limits – Final estimates

We issue the latest Milliman 2026 IRS Limits Forecast reflecting September inflation data from the Bureau of Labor Statistics.

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Article

What professional service firms should know about PBGC’s new Coverage Assessment Program for defined benefit plans

We discuss why the PBGC’s new Coverage Assessment Program is especially important for professional service firms, which often operate under unique rules.

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Benefits 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.

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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.

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