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