Legislative and Regulatory Updates Our Retirement Advantage Regulatory and Technical updates provide guidance and support with respect to regulatory and legislative issues that may affect your program. Annual Limitations for 2024 Pentegra Q3 2023 Legislation Regulatory Update Pentegra Q2 2023 Legislation Regulatory Update Pentegra Q4 2022 Legislation Regulatory Update Pentegra Q3 2022 Legislation Regulatory Update Pentegra Q2 2022 Legislation Regulatory Update Pentegra Q1 2022 Legislation Regulatory Update Pentegra Q4 2021 Legislative Regulatory Update Pentegra Tech Tips 2024 Plan Compliance Calendar Emergency Savings Accounts May Change Mindset and Retirement Outcomes In-Service Distribution Options in Qualified Retirement SECURE 2.0 – The Top Five Provisions Plan Sponsors Ask About Changes to Catch-Up Contributions for 401(k) Plans Delayed to 2026 An Update on PEPs and Plan Audit Requirements Relief for Reporting Required Minimum Distributions for IRAs for 2023 2023 DOL Increases in Retirement Plan Penalties Automatic Enrollment Escalation - Is My Plan Grandfathered? New RMD Rules To Live By Simple IRA-to-401(k) Mid-Year Switch Gets Easier in 2024 Status of the Social Security and Medicare Programs IRS Introduces Pre-Examination Compliance Pilot Program The American Rescue Plan Act of 2021 DOL 5500 Reporting Changes ARP 2021 - More Relief and Guidance for Retirement Plans Overview of Requirements for Groups of Plans (GoPs) New DOL Guidance Lessens Best Interest Provision DOL Issues Final Rule on Financial Factors in Selecting Plan Investments IRS Issues Notice Clarifying SECURE Act Provisions on Participation and QBOADs PBGC Allowing Greater Flexibility Related to Premium Filings Proposed Rules on Rolling Over Qualified Plan Loan Offset (QPLO) Amounts DOL Unveils “Interim Final” Lifetime Income Disclosure Rule DOL Proposes Rule on Employee Benefit Plan Proxy Voting DOL Extends ESG Inquiries to RIAs DOL Default Electronic Disclosure - New Voluntary Safe Harbor- Final Rule DOL Information Letter on Private Equity in DC Plans DOL Issues RFI on PEPs and MEPs DOL Issues Guidance on PEPs DOL Proposed Rulemaking on ESGs Visit our SECURE Act and CARES Act Resource Pages The CARES Act The SECURE Act Your AdvantEdge Quarterly Newsletters Your AdvantEdge Newsletter- Second Quarter 2023 Your AdvantEdge Newsletter- First Quarter 2023 Your AdvantEdge Newsletter- Fourth Quarter 2022 Your AdvantEdge Newsletter- Third Quarter 2022 Your AdvantEdge Newsletter- Second Quarter 2022 Your AdvantEdge Newsletter- First Quarter 2022 Your AdvantEdge Newsletter- Fourth Quarter 2021 Your AdvantEdge Newsletter- Third Quarter 2021 Your AdvantEdge Newsletter- Second Quarter 2021 Your AdvantEdge Newsletter- First Quarter 2021 Your AdvantEdge Newsletter- Fourth Quarter 2020 Your AdvantEdge Newsletter- Third Quarter 2020 Your AdvantEdge Newsletter- Second Quarter 2020 Your AdvantEdge Newsletter- First Quarter 2020 Your AdvantEdge Newsletter- Fourth Quarter 2019 Your AdvantEdge Newsletter- Third Quarter 2019 Your AdvantEdge Newsletter- Second Quarter 2019 Your AdvantEdge Newsletter- First Quarter 2019 Your AdvantEdge Newsletter- Fourth Quarter 2018 Your AdvantEdge Newsletter- Third Quarter 2018 Your AdvantEdge Newsletter- Second Quarter 2018 Your AdvantEdge Newsletter- First Quarter 2018
