Compliance September 17th, 2026 IRS Clarifies Deadlines for SECURE Plan Amendments Some required plan amendment deadlines extended beyond the previous general deadline of year-end 2026.
Compliance April 2nd, 2019 Updated Operational Compliance List Includes Hardship Withdrawal Changes The list identifies matters that may involve either mandatory or discretionary plan amendments depending on the particular plan, and may reference other significant guidance that affects daily plan...
Compliance November 22nd, 2017 2017 a Light Year for Required Plan Amendments Experts remind retirement plan sponsors of deadlines for 2017 year-end, and also offer some tips.