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FuturePlan ERISA Team
Regulatory and Legislative
Proposal Aimed at Self-Directed Investments Introduced
Representative Byron Donalds (R-FL) has introduced H.R. 2544, the Financial Freedom Act.
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.
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.
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.
Regulatory and Legislative
Beneficial Ownership Reporting Requirements Narrowed
A Department of Treasury and Financial Crimes Enforcement Network interim final rule has narrowed the requirements for who must file beneficial ownership information pursuant to the Corporate Transparency Act.
Regulatory and Legislative
Spousal Consent Proposal Re-Introduced in House
Representative Lauren Underwood (D-IL) and several co-sponsors have reintroduced the Women's Retirement Protection Act.
Regulatory and Legislative
Investment Restrictions Proposed in House
Representative John Moolenaar (R-MI) has introduced H. R. 2067, the Protecting Americans’ Retirement Savings (PARSA) Act.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Oklahoma Severe Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on March 18, 2025, for Oklahoma Severe Storms, Straight-line Winds, Tornadoes, and Flooding.
Regulatory and Legislative
IRS Announces Deadline Relief for West Virginia Storm Victims
The IRS has announced the postponement of certain tax-related deadlines for victims of West Virginia severe storms, straight-lined winds, flooding, landslides and mudslides until November 3, 2025.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for April
The IRS has issued Revenue Ruling 2025-08 which contains the applicable federal rates for April 2025.