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ERISA News

Industry & Regulatory News

DOL Sends PEP Item to OMB

The Department of Labor has released a prerule item titled “Pooled Employer Plans” (PEPs) to the Office of Management and Budget for review.

July 02 2025

Industry & Regulatory News

IRS Posts Draft Form 4972, Used to Claim Special Tax Treatment for Employer Plan Distributions

The IRS has posted 2025 tax year draft Form 4972, Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936). 

July 02 2025

Industry & Regulatory News

PBGC Updates Interest Assumptions for Valuing Benefits for Third Quarter 2025

The Pension Benefit Guarantee Corporation (PBGC) has issued a final rule updating interest assumptions under the asset allocation regulation for plans with valuation dates in the third quarter of 2025.

July 01 2025

News Releases

Senate Passes Its Version of Tax Bill

The Senate has passed by a vote of 51-50 its version of the tax reconciliation bill. The legislation will now move to the House as the President’s self-imposed July 4 deadline quickly approaches.

July 01 2025

Industry & Regulatory News

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

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 until November 3, 2025.

June 27 2025

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Tennessee Storms

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on June 19, 2025, for Tennessee severe storms, straight-line winds, tornadoes and flooding, for the incident period of April 2 – April 24, 2025. 

June 23 2025

Industry & Regulatory News

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

Industry & Regulatory News

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 on June 17, 2025.

June 17 2025

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Mississippi, Missouri, Oklahoma, and Texas

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

June 13 2025
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