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Regulatory Requirements Defined Benefit Plans

A&O Shearman

UK Pensions: Joint DB & DC trustee agenda update—June 2025

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Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on...more

Hogan Lovells

HL UK Pensions Law Digest 6 May 2025

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A bite-sized summary of recent UK pension news Welcome to our latest update, in which we cover: Pensions Regulator (TPR): Market volatility TPR sets out some practical steps trustees should consider to manage investment...more

A&O Shearman

UK Pensions: What’s new this week? May 6, 2025

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Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions. TPR publishes annual funding statement - The Pensions...more

Bricker Graydon LLP

Pension Plan Notice Requirements Change Before Deadline

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The Department of Labor (DOL) issued guidance earlier this month that will affect defined benefit plans’ annual funding notices. The annual funding notice requirements were amended by SECURE 2.0 and are effective for plan...more

Patterson Belknap Webb & Tyler LLP

DOL Clarifies Annual Funding Notice Requirements and Updates Model Notices

On April 3, 2025, the U.S. Department of Labor (the “DOL”) issued Field Assistance Bulletin 2025-02 (the “Bulletin”), clarifying the annual funding notice requirements applicable to defined benefit pension plans under section...more

A&O Shearman

Pensions: Joint DB & DC trustee agenda update – February 2025

A&O Shearman on

Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on...more

A&O Shearman

Pensions: Joint DB & DC trustee agenda update - April 2024

A&O Shearman on

Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings, and to support the legal update item on...more

Pullman & Comley, LLC

Connecticut Comptroller Using a Survey to Solicit Information from Municipalities Regarding Retirement Plans

Pullman & Comley, LLC on

Our July 14, 2023 Client Alert discussed the information and documents that Connecticut Public Act 23-182 requires municipalities sponsoring retirement plans to provide to the Comptroller’s Office by September 1, 2023. On...more

Laner Muchin, Ltd.

DOL Issues Implementation FAQs Regarding the Lifetime Income Illustrations for Defined Contribution Plans

Laner Muchin, Ltd. on

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) amended the Employee Retirement Security Act of 1974 (ERISA) to add two lifetime income illustrations, furnished at least annually, to plan...more

Stinson LLP

DOL Issues FAQs on SECURE Act Lifetime Income Illustrations and Interim Final Rule

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On July 26, 2021 the Department of Labor’s (DOL) Employee Benefits Security Administration issued a set of four frequently asked questions (FAQs) that address the implementation of Section 203 of the Setting Every Community...more

Blake, Cassels & Graydon LLP

Blakes Continuity Podcast: COVID-19: The Regulatory Impact on Pensions

Pension regulators across Canada are adjusting their policies in light of the COVID-19 pandemic. Blakes pension lawyers Lindsay McLeod, Adam Ngan and Sean Maxwell demystify the implications of the steps that federal and...more

Bennett Jones LLP

OSFI Provides Guidance to Administrators of Federally Regulated Pension Plans Amidst the COVID-19 Pandemic

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On March 27, 2020, the Office of the Superintendent of Financial Institutions (OSFI) announced a series of regulatory adjustments designed to help reduce some of the operational stress on federally regulated institutions,...more

Bennett Jones LLP

What Pension Plan Administrators Need to Know Amidst the COVID-19 Pandemic

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The unusual circumstances brought about by the COVID-19 pandemic are pushing businesses, individuals and governmental authorities, including pension regulators, to quickly adapt to changing restrictions and capabilities....more

Stinson - Benefits Notes Blog

SECURE Act Includes Retirement Plan Changes, Some Effective Immediately

On December 19, 2019, the President signed the SECURE Act. SECURE includes, among other things, provisions that are intended to make retirement plans more accessible, especially to smaller employers, address changing...more

Hogan Lovells

Pension Alert - November 2018

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Hogan Lovells pension group is delighted to send you our November e-newsletter. Featured are points to note regarding PPF contingent assets, new regulations related to IORP II and GMP equalisation. ...more

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