Retirement Plan Disaster Assistance May Be Available for Indiana Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on August 25, 2026, for Indiana severe storms.
Regulatory and Legislative
IRS Issues Final Regulations on SECURE 2.0 Catch-up Contributions
The Internal Revenue Service has issued final regulations implementing catch-up contribution requirements introduced by the SECURE 2.0 Act of 2022.
2025 Tax Bill Provides Key Changes for Savers
Congress passed the tax bill known as the One Big Beautiful Bill Act (OBBBA) on July 3, 2025.
DOL Issues Final Amendments to the VFCP
The Department of Labor recently issued a final amendment to the Voluntary Fiduciary Correction Program, incorporating a Self-Correction Component for eligible transactions under the program.
IRS Announces Deadline Relief for Taxpayers Impacted by Nebraska Wildfires
The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Nebraska affected by wildfires that began on March 12, 2026, and April 22, 2026.
IRS Announces Applicable Federal Rates for September
The Internal Revenue Service has issued Revenue Ruling 2026-17 which contains the applicable federal rates for September 2026.
Treasury Provides Investment Guidance on Trump Accounts
The Department of Treasury and Internal Revenue Service have released a proposed rule governing eligible investments for Trump accounts.
IRS Proposes Changes to DB Minimum Funding Rules
The Internal Revenue Service has released proposed rule, Determination of Target Normal Cost and Funding Target for Single-Employer Defined Benefit Plans.
IRS Issues Rollover Guidance Under SECURE 2.0
The IRS has issued Notice 2026-49, providing rollover guidance in accordance with section 324 of SECURE 2.0.
PBGC Comments on FASB Market-Return Cash Balance Proposal
The Pension Benefit Guaranty Corporation has submitted comments to the Financial Accounting Standards Board regarding topic 715-30.
Trump Account Employer Contribution Guidance Released
A proposed rule by the Department of Treasury and IRS addressing Trump account employer contributions and associated nondiscrimination testing requirements has been released.
IRS Announces Deadline Relief for Taxpayers Impacted by Mississippi Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Mississippi affected by Tropical Storm Arthur that began on June 18, 2026.