defined benefit plan

Senate Committee Releases Retirement Bill Discussion Draft

The RISE & SHINE Act shares some similarities to, and builds upon the Securing a Strong Retirement Act bill that passed the House in March.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

IRS

Legislative updates

Cash Balance Plan

SECURE Act

Updated Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2022-25, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Final Form 5500 Revisions Guidance Issued

The DOL’s EBSA, IRS, and the PBGC have released final forms revisions to the Form 5500 and Form 5500-SF.

FuturePlan ERISA Team

DOL

IRS

Defined Benefit Plan

Defined Contribution Plan

Proposed: Employee and Retiree Access to Justice Act

Representative Mark DeSaulnier (D-CA) has introduced HR 7740 – the Employee and Retiree Access to Justice Act.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

Legislative updates

SEC Extends Comment Period for ESG Reporting Proposal

The SEC has extended the period to comment on its proposed rule regarding climate-related disclosures initially released in March, and published in the federal register on April 11, 2022.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRS Proposes Update to Mortality Tables Used for DB Plans

The Department of Treasury and IRS have released proposed regulations to update the mortality tables that are used to calculate minimum required contributions for single-employer defined benefit pension plans.

FuturePlan ERISA Team

Defined Benefit Plan

IRS

2023 Mortality Rates and Tables for DB Plans

The IRS has issued Notice 2022-22, containing “mortality improvement rates” and “static mortality tables” to be used in certain liability determinations for defined benefit (DB) pension plans.

FuturePlan ERISA Team

Defined Benefit Plan

IRS

IRS Guidance

DOL Launches Roundtable Discussions on Retirement

The Department of Labor (DOL) has kicked off what is to be a series of roundtable discussions on how to improve retirement security for workers.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

Updated Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2022-16, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

U.S. House Passes Significant Retirement Bill

The U.S. House of Representatives passed the Securing a Strong Retirement Act of 2022 (SSRA) by a 414-5 vote on March 29, 2022.

FuturePlan ERISA Team

Legislative updates

SECURE Act

IRA

Defined Contribution Plan

Defined Benefit Plan

DOL

ESOP

Washington Pulse

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