Market volatility can create uncertainty. Read about three key considerations for managing your retirement plan during turbulent times, providing valuable insights and strategies to maintain your long-term financial goals.

Defined contribution plan

Industry & Regulatory News

Investment Restrictions Proposed in House

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

March 28 2025

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Oklahoma Severe Storms, Straight-line Winds, Tornadoes, and Flooding

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on March 18, 2025, for Oklahoma Severe Storms, Straight-line Winds, Tornadoes, and Flooding, for the incident period of November 2, 2024 – November 5, 2024.

March 21 2025

Industry & Regulatory News

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. The tax relief postpones various tax filing deadlines that began on February 15, 2025. Affected individuals and households who reside or have a business in Logan, McDowell, Mercer, Mingo, Wayne and Wyoming counties, as well as taxpayers with records located in the covered area that are needed to meet covered deadlines, qualify for relief. 

March 18 2025

Industry & Regulatory News

IRS Announces Applicable Federal Rates for April

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

March 17 2025

Industry & Regulatory News

Washington Pulse: DOL Issues Final Amendments to the VFCP

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

March 03 2025

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for West Virginia Storms

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on February 26, 2025, for West Virginia severe storm, straight-line winds, flooding, landslides and mudslides, for the incident period of February 25, 2025, and continuing. 

February 27 2025

Industry & Regulatory News

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, for Kentucky severe storms, straight-line winds, flooding, landslides and mudslides, for the incident period of February 14, 2025 and continuing. 

February 25 2025

Industry & Regulatory News

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. The tax relief postpones various tax filing deadlines that began on February 14, 2025. Affected individuals and households who reside or have a business in the entire state of Kentucky, as well as taxpayers with records located in the covered area that are needed to meet covered deadlines, qualify for relief. 

February 25 2025

Industry & Regulatory News

IRS Announces Applicable Federal Rates for March

The IRS has issued Revenue Ruling 2025-06 which contains the applicable federal rates (AFR) for March 2025.

February 21 2025

Industry & Regulatory News

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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