We have come to the end of our Regulatory Update blog series, so far we have covered updates from the IRS, explored legislative changes and key insights from the Department of Labor, and walked through notable retirement plan lawsuits. In our final blog, we ...
Multnomah Group’s annual Regulatory Update included information related to two Department of Labor (DOL) rules issued over the ...
We are thrilled to announce the newest addition to our team, Emily Zinn, who joins us as the Director of Vendor Services. Emily ...
In our ongoing series on the Annual Regulatory Update, we’ve already covered updates from the IRS, explored legislative changes ...
In our ongoing series on the Annual Regulatory Update, we’ve already explored legislative changes and key insights from the ...
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Form 8955-SSA is used by plan sponsors to report participants who have separated from service and are entitled to deferred vested ...
The IRS announced 2025 dollar limits on benefits and contributions for qualified retirement plans.
Continuing our series on this year’s retirement plan regulatory updates, we now shift our focus to the Department of Labor. If ...
Each year, our annual Regulatory Update covers the regulatory, litigation and legislative updates and changes that are affecting ...
403(b) plan sponsors are required to adhere to the long-term/part-time (LT/PT) participation rules that go into effect Jan. 1, ...
Inflation & the Federal Reserve The Federal Reserve has held rates at a recent high of 5.25-5.50% since July 2023. Ending ...