Insurance Account Rule for Plans Yanked Amid Public Concerns
Published Date: 8/12/2025
Rule
Summary
The Department of Labor is pulling back a planned rule change about how insurance company money is counted in retirement plans because lots of people raised concerns. This means no new rules will start on July 1, 2025, and things will stay the same for now. If you manage or rely on retirement plans with insurance company accounts, keep an eye out for future updates!
Analyzed Economic Effects
1 provisions identified: 0 benefits, 0 costs, 1 mixed.
Planned retirement rule withdrawn
The Department of Labor withdrew the direct final rule that would have changed how insurance company general account money is treated in retirement plans. Because the DFR published at 90 FR 28009 was withdrawn, no new rules will start on July 1, 2025 and current rules stay in place for now.
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