2026-09-02 | DOF 5797700

Added

Modifications and Additions to the General Provisions Establishing the Procedure for Constructing Net Performance Indicators of Investment Companies Specialized in Retirement Fund Societies

The National Retirement Savings System Commission modifies definitions for investment conditions, introduces a neutral scenario indicator, and updates calculation methodologies for net performance indicators to better incentivize the registration of individual accounts. Administrators are required to incorporate search, location, and contact factors into proportional distribution mechanisms and must reassign accounts not registered within two consecutive periods or lacking evidence of outreach efforts. These provisions enter into force on January 1, 2027, abrogating any conflicting previous dispositions.

Secretaria de Hacienda y Credito Publico logo

Mexico

Secretaria de Hacienda y Credito Publico

Click to view full text

More like this from SHCP

SHCP published 19 documents in the last 30 days. We email you each new one the day it's published.

Share