Defined contribution plan

Regulatory and Legislative

Spousal Consent Proposal Re-Introduced in House

Representative Lauren Underwood (D-IL) and several co-sponsors have reintroduced the Women's Retirement Protection Act. 

March 26 2025

Regulatory and Legislative

Investment Restrictions Proposed in House

Representative John Moolenaar (R-MI) has introduced H. R. 2067, the Protecting Americans’ Retirement Savings (PARSA) Act. 

March 26 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Oklahoma Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on March 18, 2025, for Oklahoma Severe Storms, Straight-line Winds, Tornadoes, and Flooding. 

March 21 2025

Regulatory and Legislative

IRS Announces Deadline Relief for West Virginia Storm Victims

The IRS has announced the postponement of certain tax-related deadlines for victims of West Virginia severe storms, straight-lined winds, flooding, landslides and mudslides until November 3, 2025. 

March 18 2025

Regulatory and Legislative

IRS Announces Applicable Federal Rates for April

The IRS has issued Revenue Ruling 2025-08 which contains the applicable federal rates for April 2025. 

March 17 2025

Regulatory and Legislative

DOL Issues Final Amendments to the VFCP

The Department of Labor recently issued a final amendment to the Voluntary Fiduciary Correction Program, incorporating a Self-Correction Component for eligible transactions under the program. 

March 03 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for West Virginia Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on February 26, 2025, for West Virginia severe storm, straight-line winds, flooding, landslides and mudslides.

February 27 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Kentucky Storms

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on February 24, 2025.

February 26 2025

Regulatory and Legislative

IRS Announces Deadline Relief for Kentucky Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of Kentucky severe storms, straight-line winds, flooding, and landslides until November 3, 2025.

February 26 2025

Regulatory and Legislative

Proposal Expanding Disaster Relief to State Declared Disasters Introduced

Senator Catherine Cortez Masto along with several cosponsors has introduced S. 132, the Filing Relief for Natural Disasters Act. 

February 21 2025
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