Rule 26 Sep 2025 regulatory changes, employee benefit plans, pension insurance, pensions, pension plans, compliance, employee benefits, reporting and recordkeeping requirements, business management

📜PBGC Regulation Corrections

On August 15, 2025, the Pension Benefit Guaranty Corporation (PBGC) revised its regulation on termination of single-employer plans. That document inadvertently failed to correctly format a list of requirements. This document corrects the final regulation.

Learn More
Notice 22 Sep 2025 securities, regulation, employee benefits, compliance, sec, financial reporting

📝SEC Announces Comment Request on Form S-8 Compliance Requirements

The SEC is soliciting comments on the proposed extension of Form S-8, which facilitates the registration of securities in connection with employee benefit plans. The notice highlights the agency's efforts to ensure adequate investor information and the associated information collection burden on businesses, including time and cost estimates for compliance activities.

Learn More
Rule 11 Sep 2025 annuity eligibility, railroad retirement, reporting and recordkeeping requirements, regulations, compliance, claims, equal protection, employee benefits

⚖️Changes to Railroad Retirement Annuity Eligibility Regulations

The Railroad Retirement Board amends its regulations to remove facially unlawful provisions that define when the spouse, divorced spouse, surviving divorced spouse, or remarried widow(er) of a railroad employee may receive an annuity under the Railroad Retirement Act for having the employee's minor child in care. As currently written, the regulations treat male spouses less favorably than female spouses by terminating annuity entitlement when the child turns age 16 instead of age 18 as for female spouses. If enforced, this disparity would violate the right to equal protection secured by the Due Process Clause of the Fifth Amendment to the United States Constitution.

Learn More
Notice 10 Sep 2025 financial regulation, equipment financing, erisa, employee benefits, loans, business compliance, labor unions

⚙️Proposed Exemption for Union Equipment Loans Under ERISA

This proposed exemption would permit certain loans from the International Union of Operating Engineers Local Union 627 (Local 627) to the Plan, so the Plan can purchase heavy machinery to fulfill its mission. As described below, absent an exemption, the loans would violate certain prohibited transaction provisions of the Employee Retirement Income Security Act of 1974 (ERISA).

Learn More
Notice 21 Aug 2025 reporting requirements, irs, employee benefits, tax compliance, form 8955-ssa

📝IRS Seeks Comments on Form 8955-SSA Information Collection

In accordance with the Paperwork Reduction Act of 1995, the IRS is inviting comments on the information collection request outlined in this notice.

Learn More
Notice 19 Aug 2025 information collection, employee benefits, department of state, public notice, havana act

📝60-Day Notice on Proposed Information Collection for HAVANA Act

The Department of State is seeking Office of Management and Budget (OMB) approval for the information collection described below. In accordance with the Paperwork Reduction Act of 1995, we are requesting comments on this collection from all interested individuals and organizations. The purpose of this notice is to allow 60 days for public comment preceding submission of the collection to OMB.

Learn More
Rule 12 Aug 2025 regulation, annuities, department of labor, employee benefits, labor

📜Withdrawal of Annuity Provider Selection Regulation Impacting Businesses

Due to the receipt of significant adverse comments, the Department of Labor (Department) is withdrawing the July 1, 2025 direct final rule (DFR) published at 90 FR 28007.

Learn More
Rule 12 Aug 2025 compliance, financial services, regulations, insurance, employee benefits, labor department

📋Withdrawal of Plan Assets Definition Rule by Labor Department

Due to the receipt of significant adverse comments, the Department of Labor (Department) is withdrawing the July 1, 2025 direct final rule (DFR) published at 90 FR 28009.

Learn More
Notice 12 Aug 2025 compliance, financial services, erisa, northern trust, employee benefits, prohibited transactions

⚖️Exemption Notice for Northern Trust Under ERISA Prohibited Transactions

This document provides notice of an individual exemption from certain prohibited transaction restrictions of the Employee Retirement Income Security Act of 1974 (ERISA) and/or the Internal Revenue Code of 1986 (the Code). The exemption permits certain entities with specified relationships to Northern Trust Fiduciary Services (Guernsey) Limited (NTFS) (hereinafter, the Northern QPAMs, as further defined in Section I(e) of the operative language) to rely on the exemptive relief provided by Prohibited Transaction Class Exemption 84-14 (PTE 84-14 or the QPAM Exemption), notwithstanding the judgment of conviction (the Conviction) against NTFS for aiding and abetting tax fraud entered in France in the Paris Court of Appeal, French Special Prosecutor No. 1120392066, French Investigative Judge No. JIRSIF/11/12.

Learn More
Notice 12 Aug 2025 department of labor, regulatory withdrawal, information collection, employee benefits

⚖️Withdrawal of Information Collection by Department of Labor

The Department of Labor (the Department) is withdrawing the notice of the discontinuance of a collection of information under control number 1210-0114, "Plan Assets"--Insurance Company General Accounts.

Learn More