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

Retirement Plan Disaster Assistance May Be Available for Missouri, Oregon, Alaska

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on January 1, 2025, for the following disasters for the period indicated.

January 08 2025

Industry & Regulatory News

PBGC Premium Filing Deadlines Change for 2025 Plan Years

The Pension Benefit Guaranty Corporation (PBGC) has issued Technical Update 25-1 that provides guidance on the timing of premium payments for plan years beginning in 2025. Due to a provision in the Bipartisan Budget Act of 2015, the premium filing due date for all plans is the 15th day of the 9th calendar month that begins on or after the first day of the plan year—so for calendar year plans, September 15th instead of October 15th.

January 07 2025

Industry & Regulatory News

DOL Final Rule Updating VFCP Has Left OMB

Department of Labor (DOL) guidance titled “Adoption of Amended and Restated Voluntary Fiduciary Correction Program” has left the Office of Management and Budget.

December 30 2024

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for North Dakota Wildfires and Straight-line Winds

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on December 24, 2024, for North Dakota wildfires and straight-line winds, for the incident period of October 5 – October 6, 2024. 

December 26 2024

Industry & Regulatory News

Prime Interest Rate Decreased to 7.5 Percent

Effective December 18, 2024, the prime interest rate decreased to 7.50 percent.

December 20 2024

Industry & Regulatory News

PBGC Updates Tables for Certain 2025 Valuations

The Pension Benefit Guaranty Corporation (PBGC) has released a final rule updating the table for determining expected retirement ages for participants in pension plans undergoing distress or involuntary termination to reflect valuation dates falling in 2025.

December 20 2024

Industry & Regulatory News

Applicability of Certain Aspects of RMD Regulations Delayed to 2026

The Internal Revenue Service (IRS) released Announcement 2025-2, delaying the anticipated applicability date for future final regulations relating to required minimum distributions (RMDs) under section 401(a)(9) of the Internal Revenue Code.

December 20 2024

Industry & Regulatory News

IRS Announces Deadline Relief for Post-Tropical Strom Helene in West Virginia

The IRS has announced the postponement of certain tax-related deadlines for victims of Post-Tropical Storm Helene in West Virginia until May 1, 2025.

December 19 2024

Industry & Regulatory News

IRS Announces Applicable Federal Rates for January

The IRS has issued Revenue Ruling 2025-1, which contains the applicable federal rates (AFR) for January 2025.

December 18 2024

Industry & Regulatory News

Retirement Spotlight: IRS Releases Final Regulations on Tax Withholding Requirements

The Internal Revenue Service recently released Treasury Decision (TD) 10008, which provides guidance on income tax withholding requirements for certain periodic payments and nonperiodic distributions from deferred compensation plans, individual retirement arrangements (IRAs), and commercial annuities.

December 17 2024
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