Defined contribution plan

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Kentucky Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on April 24, 2025, for Kentucky severe storms. 

April 28 2025

Regulatory and Legislative

Proposal to Roll Back ESG Investing Introduced in House

Representative Rick Allen (R-GA) has introduced H.R. 2988, the Protecting Prudent Investment of Retirement Savings Act. 

April 28 2025

Regulatory and Legislative

IRS Announces Deadline Relief for Tennessee Storm Victims

The IRS has announced the postponement of certain tax-related deadlines for victims of Tennessee severe storms, straight-line winds, tornadoes and flooding until November 3, 2025. 

April 21 2025

Regulatory and Legislative

IRS Announces Applicable Federal Rates for May

The IRS has issued Revenue Ruling 2025-10 which contains the applicable federal rates for May 2025. 

April 16 2025

Regulatory and Legislative

IRS Announces Deadline Relief for Arkansas Storm Victims

The IRS has announced the postponement of certain tax-related deadlines for victims of Arkansas storms until November 3, 2025. 

April 15 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Virginia Severe Winter Storms and Flooding

The Federal Emergency Management Agency issued a Major Disaster Declaration on April 4, 2025, for Virginia severe winter storms and flooding. 

April 09 2025

Regulatory and Legislative

Proposal Aimed at Self-Directed Investments Introduced

Representative Byron Donalds (R-FL) has introduced H.R. 2544, the Financial Freedom Act. 

April 08 2025

Regulatory and Legislative

DOL Provides Guidance for Defined Benefit Annual Funding Notices

The Department of Labor has issued Field Assistance Bulletin 2025-02 and accompanying single employer and multiemployer model notices updating notice requirements for defined benefit plans pursuant to Section 343 of SECURE 2.0. 

April 04 2025

Regulatory and Legislative

PBGC Updates Interest Assumptions for Valuing Benefits for Second Quarter 2025

The Pension Benefit Guarantee Corporation has issued a final rule updating interest assumptions. 

April 02 2025

Regulatory and Legislative

Proposal Expanding Disaster Relief to State Declared Disasters Passes Committee

Representatives David Kustoff (R-TN) and Judy Chu (D-CA) previously introduced H.R. 517 the Filing Relief for Natural Disasters Act. 

March 31 2025
Scroll to top