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IRS Eases Reapproval Burden for Substitute Mortality Tables in 2026
Bolton 
[Guidance Overview] June 10, 2025 "[Rev. Proc. 2025-21] simplifies the rules for certain retirement plans needing to reapply for approval of their custom mortality tables ... The key change is a more flexible approach to determining when a new application is needed. If your plan's participant population hasn't changed much since your tables were first approved, you might not need to go through the approval process again in 2026." MORE >> |
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