Client Alert

Compliance Update for Tax-Qualified Retirement Plans

December 07, 2009

Eric Keller and Jamie Dvoretzky

This Client Alert describes upcoming key deadlines and actions that must be taken by plan sponsors of tax-qualified retirement plans by the end of 2009 or beginning of 2010. In particular, many plan sponsors that maintain qualified plans must adopt certain amendments to comply with the Pension Protection Act by December 31, 2009. In addition, plan sponsors should ensure compliance with recent regulations and guidance on plan disclosures that apply to all qualified plans. These and other issues are described in more detail below.

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