Rule 9 Jul 2025 federal employees, financial regulations, pensions, loan programs, government employees, retirement, retirement savings, thrift savings plan, loan reamortization

💰New Regulations on TSP Loan Reamortization Impacting Federal Employees

The Federal Retirement Thrift Investment Board (FRTIB) is amending a regulation to require the Thrift Savings Plan (TSP) record keeper to combine the accrued interest with the outstanding principal when reamortizing a loan.

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Rule 2 Jul 2025 regulatory compliance, pensions, employee benefit plans, pension, pbgc, financial management, retirement plans, pension insurance

📊New PBGC Regulation on Pension Asset Allocation Affects Businesses

This final rule amends the Pension Benefit Guaranty Corporation's regulation on Allocation of Assets in Single-Employer Plans to prescribe the spreads component of the interest assumption under the asset allocation regulation for plans with valuation dates of July 31, 2025-October 30, 2025. These interest assumptions are used for valuing benefits under terminating single-employer plans and for other purposes.

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Rule 1 Jul 2025 compliance, regulations, securities, reporting and recordkeeping requirements, pensions, erisa, labor department, employee benefits, investments, surety bonds, employee benefit plans, retirement plans, trusts and trustees, annuities, foreign investments in united states

📉Removal of Annuity Provider Regulation

This direct final rule (DFR) removes 29 CFR 2550.404a-4 from the Code of Federal Regulations, which is a regulation published in 2008 that provides a fiduciary safe harbor for the selection of annuity providers for the purpose of benefit distributions from individual account retirement plans covered by title I of the Employee Retirement Income Act of 1974 (ERISA). The regulatory safe harbor became unnecessary in 2019 when Congress amended ERISA to add a more streamlined fiduciary safe harbor covering the same activity. Although the statutory safe harbor did not technically nullify or repeal the regulatory safe harbor, its existence offers an unnecessary and inefficient alternative and may inadvertently be a trap for the unwary. This action improves the daily lives of the American people by reducing unnecessary, burdensome, and costly Federal regulations.

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Rule 1 Jul 2025 compliance, reporting and recordkeeping requirements, pensions, erisa, employee benefits, department of labor, labor regulations, employee benefit plans

📜Simplification of ERISA Regulations through Bulletin Removal

This DFR removes from the Code of Federal Regulations prospectively certain interpretive bulletins under the Employee Retirement Income Security Act of 1974 that the Department of Labor (DOL) believes are obsolete. The obsolete interpretive bulletins were published shortly after ERISA's enactment in 1974 to provide compliance assistance for employee benefit plans, plan sponsors and fiduciaries. Because of subsequent guidance issued by the DOL, and the effect of Reorganization Plan No. 4 of 1978, the DOL believes the interpretive bulletins are no longer needed, and if left on the books, add potential confusion and unnecessary complexity. Removing obsolete regulations eliminates the burden on the public of having to determine whether they need to comply with the regulations. This action is being taken pursuant to Executive Order 14192, titled Unleashing Prosperity Through Deregulation (90 FR 9065, Feb. 6, 2025). This action improves the daily lives of the American people by reducing unnecessary, burdensome, and costly Federal regulations.

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Rule 1 Jul 2025 regulatory compliance, securities, reporting and recordkeeping requirements, pensions, erisa, labor department, employee benefits, insurance, investments, surety bonds, employee benefit plans, trusts and trustees, foreign investments in united states

📜DOL Finalizes Removal of Obsolete Insurance Regulation

This DFR removes 29 CFR 2550.401c-1 from the Code of Federal Regulations, which the Department of Labor (DOL) believes is obsolete. The regulation applies only to certain insurance policies or contracts issued to (or on behalf of) employee benefit plans on or before December 31, 1998. Given the unlikelihood that any of these policies or contracts remain in effect, the DOL believes the regulation is no longer needed and, if left on the books, could add confusion and unnecessary complexity. Removing obsolete regulations eliminates the burden on the public of having to determine whether they need to comply with the regulations. This action is being taken pursuant to Executive Order 14192, titled Unleashing Prosperity Through Deregulation.\1\ This action improves the daily lives of the American people by reducing unnecessary, burdensome, and costly Federal regulations. ---------------------------------------------------------------------------

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Rule 23 Jun 2025 compliance, reporting and recordkeeping requirements, federal employees, pensions, financial regulation, employee benefit plans, government employees, retirement, lifecycle funds

📈Regulation on Correction Methods for Retired Lifecycle Funds

The Federal Retirement Thrift Investment Board (FRTIB) amends its regulation regarding the method for correcting errors involving Lifecycle Funds that no longer exist. Specifically, it reverts to the use of a constructed share price to calculate breakage and the value of negative adjustments for errors involving Lifecycle Funds that no longer exist as of June 1, 2022.

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Proposed Rule 12 May 2025 compliance, credit, pensions, government employees, federal retirement, retirement, retirement savings, thrift investment board, loan payments

💰Proposed Rule on Curing Missed Loan Payments by FRTIB

The Federal Retirement Thrift Investment Board (FRTIB) proposes to update its regulations regarding the methods available to participants to cure missed loan payments. The proposed change will also clarify the number of missed payments which must be brought back into compliance by the last day of the quarter following the quarter in which the payment was missed to avoid triggering a deemed distribution.

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Proposed Rule 8 May 2025 compliance, reporting and recordkeeping requirements, pensions, employee benefits, employee benefit plans, retirement plans, government employees, federal retirement thrift investment board, retirement, lifecycle funds

📈Proposed Rule for Correcting Errors in Retired Lifecycle Funds

The Federal Retirement Thrift Investment Board (FRTIB) is proposing to amend its regulation regarding the method for correcting errors involving Lifecycle Funds that no longer exist. Specifically, it is reverting to the use of a constructed share price to calculate breakage and the value of negative adjustments for errors involving Lifecycle Funds that no longer exist as of June 1, 2022.

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Proposed Rule 18 Apr 2025 regulatory changes, pensions, employee benefits, loan programs, government employees, federal retirement, retirement, thrift savings plan, loan reamortization

📊Proposed Changes to TSP Loan Reamortization Procedures

The Federal Retirement Thrift Investment Board (FRTIB) proposes to amend a loan reamorization rule that requires payment of all accrued interest prior to allowing payments on the principal and current interest. Under the proposed rule, the Thrift Savings Plan (TSP) record keeper would combine the accrued interest with the outstanding principal when reamortizing a loan.

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Rule 16 Apr 2025 regulations, finance, federal employees, claims, pensions, government employees, contributions, retirement, tsp, retirement savings

💰Final Rule on Late Contributions

The Federal Retirement Thrift Investment Board (FRTIB) adopts as final, without changes, the proposed rule permitting the TSP record keeper to calculate gains and losses on late contributions, makeup contributions, loan payments even when the total amount on a late payment record or total agency contributions on a current payment record is less than $1.00.

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