Defined contribution plan

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Texas Storms and Flooding

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on July 6, 2025.

July 07 2025

Regulatory and Legislative

IRS Posts Draft Form 4972, Used to Claim Special Tax Treatment for Employer Plan Distributions

The IRS has posted 2025 tax year draft Form 4972.

July 02 2025

Regulatory and Legislative

IRS Announces Deadline Relief for Missouri Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, tornadoes, and flooding in Missouri. 

June 27 2025

Regulatory and Legislative

Kies Confirmed as Assistant Secretary for Tax Policy

The Senate voted to approve the nomination of Ken Kies as the assistant secretary for tax policy at the Treasury by a vote of 53-45. 

June 27 2025

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. 

June 23 2025

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. 

June 18 2025

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. 

June 12 2025

Regulatory and Legislative

DOL Launches Opinion Letter Program

The Department of Labor has announced the launch of its opinion letter program. 

June 04 2025

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. 

May 28 2025

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. 

May 28 2025
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