News

Regulatory and Legislative

Pensions for All Proposed

Senator Bernie Sanders (I-VT) has released proposed legislation titled the Pensions for All Act. 

July 18 2025

Regulatory and Legislative

IRS Announces Deadline Relief for New Mexico Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of New Mexico storms, flooding, and landslides until February 2, 2026. 

July 18 2025

Press Releases

Principal® Collaborates With FuturePlan to Meet Heightened Demand for Pooled Retirement Plans

Principal Financial Group®, a leader in pooled retirement plan offerings, announced the successful transition of administrative responsibilities for Principal® EASE, the firm’s largest Pooled Employer Plan (PEP) by client count, to FuturePlan. 

July 17 2025

Regulatory and Legislative

IRS Issues Uncashed Check Withholding Guidance

The IRS has issued Revenue Ruling 2025-15, offering detailed guidance on how to handle federal tax withholding and reporting when retirement plan distribution checks go uncashed and must be reissued.

July 17 2025

Regulatory and Legislative

IRS Announces Applicable Federal Rates for August

The Internal Revenue Service has issued Revenue Ruling 2025-14 which contains the applicable federal rates (AFR) for August 2025. 

July 16 2025

Regulatory and Legislative

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The Internal Revenue Service has issued Notice 2025-39, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations. 

July 16 2025

Regulatory and Legislative

IRS Publishes 2026 Mortality Tables for DB Plans

The Internal Revenue Service has released Notice 2025-40, updating the static mortality tables for defined benefit plans for 2026. 

July 16 2025

Regulatory and Legislative

DOL Weighs in on Forfeiture Case

 The Department of Labor filed an amicus (friend of the court) brief in a case (Hutchins v. HP Inc.). 

July 14 2025

Regulatory and Legislative

Bill to Improve Gig Worker Access to Retirement Introduced

Senator Bill Cassidy (R-LA) has introduced S. 2217, the Independent Retirement Fairness Act.  

July 11 2025

Regulatory and Legislative

IRS Announces Deadline Relief for Texas Storms and Flooding

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and flooding in Texas until February 2, 2026. 

July 10 2025
    Scroll to top