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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.

White paper

DOL releases proposed rule on SECURE 2.0 requirement to provide paper benefit statements to retirement plan participants

After the Department of Labor's proposed rule on a requirement for DB and DC plans to provide paper statements, we cover key considerations for retirement plan sponsors.

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Benefits alert

IRS announces updated anticipated applicability date of future final regulations on required minimum distributions affecting employer-sponsored retirement plans

We detail the Treasury and IRS’s February update to future final regulations relating to required minimum distributions from retirement plans.

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Benefits alert

Preparing for the 2026 PBGC and 2025 Form 5500 filings

We detail changes, key reminders, and common errors to help retirement plan sponsors avoid mistakes.

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Benefits Alert

2027 Affordable Care Act out-of-pocket maximum limits released—action steps for group health plan sponsors

With the 2027 Affordable Care Act out-of-pocket maximum limits released, we recommend some action steps for group health plan sponsors.

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Podcast

Critical Point Episode 24: What the CARES Act means for retirement plans

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Multinational accounting disclosure management
Multinational accounting disclosure management

Milliman Account

Manage multinational accounting disclosures with automated validation and report consolidation.

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