Legislative Review

Various acts of legislation are enacted over the years that impact the operation of your retirement plan; it's no surprise to anyone that this can be a source of confusion and frustration. Rules may be adjusted to allow new features for Trustees or participants to promote savings and others may bring about changes to reporting requirements or compliance testing or simply give guidance on procedures and communication.  One thing is certain:  Legislative changes are a constant fixture in the world of retirement plans.

When these changes do come about, we help determine the impacts to your plan and what options may be of interest to you, evaluating the potential benefits with relation to your plan and your employee group.  We also assist you in complying with any new mandates resulting from the changes and keep an eye on pending legislation that could be enacted in the near future.