2025-07977Proposed RuleWallet

Retired Funds Get Old-School Error Fixes from Thrift Board

Published Date: 5/8/2025

Proposed Rule

Summary

If you have money in a Lifecycle Fund that was retired after June 1, 2022, the Federal Retirement Thrift Investment Board is changing how they fix mistakes with those funds. They’re going back to using a special share price to figure out any lost or gained value when correcting errors. This update helps make sure your retirement money is handled fairly and accurately.

Analyzed Economic Effects

1 provisions identified: 1 benefits, 0 costs, 0 mixed.

Correction Method for Retired Lifecycle Funds

If you had money in a Lifecycle Fund that was retired after June 1, 2022, the Federal Retirement Thrift Investment Board will use a constructed share price to fix errors. They will use that constructed price to calculate breakage and the value of negative adjustments when correcting mistakes for funds that no longer exist as of June 1, 2022.

Your PRIA Score

Score Hidden

Personalized for You

How does this regulation affect your finances?

Sign up for a PRIA Policy Scan to see your personalized alignment score for this federal register document and every other regulation we track. We analyze your financial profile against policy provisions to show you exactly what matters to your wallet.

Free to start

Key Dates

Published Date
5/8/2025

Department and Agencies

Department
Independent Agency
Agency
Federal Retirement Thrift Investment Board
Source: View HTML

Related Federal Register Documents

Previous / Next Documents

Back to Federal Register

Take It Personal

Get Your Personalized Policy View

Start a Free Government Policy Watch to see how policy affects your household, then upgrade to PRIA Full Coverage for year-round monitoring.

Already have an account? Sign in