As 2024 winds down, it is a good time to reflect on what happened this year in retirement compliance and what could be forthcoming in 2025.
To start, the Department of Labor, the plaintiff class action lawyers and the IRS have been busy, to say the least. Meanwhile, the election of Donald Trump and a Republican majority in both houses of Congress will certainly make 2025 eventful.
In the PLANADVISER article, “Compliance Year in Review,” Groom principal David Kaleda covers key retirement compliance developments from 2024. He also examines potential regulatory and legislative shifts on the horizon for 2025.
To read the article, click here.
