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Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Tennessee Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on June 19, 2025, for Tennessee severe storms.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for July
The IRS has issued Revenue Ruling 2025-13 which contains the applicable federal rates (AFR) for July 2025.
Regulatory and Legislative
Senate Releases Draft of Tax Bill
The Senate Finance committee released bill text for inclusion in the Senate’s version of the budget reconciliation bill yesterday.
Regulatory and Legislative
IRS Issues Yield Curves and Segment Rates for DB Plans
The Internal Revenue Service has issued Notice 2025-35, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Mississippi, Missouri, Oklahoma, and Texas
The IRS may also issue relief related to this disaster for certain tax-related deadlines.
Regulatory and Legislative
Proposal Directing SEC to Allow Electronic Delivery Reintroduced in Senate
Senator Thom Tillis (R-NC) and several cosponsors have reintroduced the Improving Disclosure for Investors Act.
Regulatory and Legislative
DOL Launches Opinion Letter Program
The Department of Labor has announced the launch of its opinion letter program.
Regulatory and Legislative
DOL Notice on Information Collection Activities has left OMB
A notice of availability and request for comments on DOL information collection activities has left the Office of Management and Budget.
Regulatory and Legislative
DOL Requests Comments on Alternative Reporting and Disclosure Methods for ‘Top Hat’ Plans
The Department of Labor provides an alternative method of compliance with the rules for reporting and disclosing information under Title I of ERISA for 'top hat' plans.
Regulatory and Legislative
DOL Rescinds 2022 Guidance on Cryptocurrency in 401(k) Plans
The Secretary of Labor has announced that the Department of Labor has rescinded a 2022 compliance release that discouraged fiduciaries from including cryptocurrency options in 401(k) retirement plans.