News

Regulatory and Legislative

PBGC Updates Interest Assumptions for Valuing Benefits for Third Quarter 2025

These interest assumptions are used for valuing benefits under terminating single-employer plans. 

July 01 2025

Regulatory and Legislative

Senate Passes Its Version of Tax Bill

The Senate has passed by a vote of 51-50 its version of the tax reconciliation bill. 

July 01 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

Senate Releases Draft of Tax Bill

The Senate Finance committee released bill text for inclusion in the Senate’s version of the budget reconciliation bill yesterday. 

June 17 2025

Regulatory and Legislative

IRS Issues Yield Curves and Segment Rates for DB Plans

The Internal Revenue Service has issued Notice 2025-35, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations. 

June 13 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

Proposal Directing SEC to Allow Electronic Delivery Reintroduced in Senate

Senator Thom Tillis (R-NC) and several cosponsors have reintroduced the Improving Disclosure for Investors Act. 

June 06 2025
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