Staying compliant, keeping ahead
Complexity: A fact of life
IRS limits forecast
We present our forecast for changes to IRS limits for qualified retirement plan compensation and benefits.
Key administrative dates and deadlines
Important dates for calendar-year single-employer defined benefit, multiemployer defined benefit, and defined contribution plans.
PBGC proposes expanded annual reporting for multiemployer pension plans receiving special financial assistance
Plan sponsors, trustees, and service providers need to prepare for possible expanded annual reporting for multiemployer DB plans participating in the SFA program.
2027 IRS Limits – Final estimates
We issue the latest Milliman 2026 IRS Limits Forecast reflecting September inflation data from the Bureau of Labor Statistics.
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.
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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Critical Point Episode 24: What the CARES Act means for retirement plans
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