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.
Regulatory and Legislative
SECURE 2.0
IRS
Washington Pulse
News Articles
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.
Regulatory and Legislative
529 account
ABLE Account
HSA
Legislative updates
Washington Pulse
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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.
Regulatory and Legislative
Defined contribution plan
DOL
Washington Pulse
News Articles
IRS Announces Tax Deadline Relief for Texas Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Texas affected by severe storms that began on July 14, 2026.
Defined benefit plan
Defined contribution plan
IRA
IRS
FEMA Issues Disaster Declaration for Florida Hurricane Isaias
The Federal Emergency Management Agency issued a Major Disaster Declaration on October 27, 2026, for Florida Hurricane Isaias.
Defined benefit plan
Defined contribution plan
IRA
IRS Posts Draft 2027 Publication 15-A
The Internal Revenue Service has released a draft 2027 tax year Publication 15-A, Employer's Supplemental Tax Guide (Supplement to Publication 15, Employer’s Tax Guide).
Defined benefit plan
Defined contribution plan
IRA
IRS
Automatic Enrollment Final Rule Clears OMB
The Office of Management and Budget has completed its review of a final rule from the Department of Treasury and the Internal Revenue Service that addresses automatic enrollment requirements under Internal Revenue Code Section 414A.
SECURE 2.0
Defined contribution plan
IRS Guidance
IRS Releases Updated EPCRS Guidance
The IRS has released Revenue Procedure 2026-34, which revises and updates Revenue Procedure 2021-30, the most recent statement of the Employee Plans Compliance Resolution System.
Defined contribution plan
IRS
IRS Guidance
IRS Establishes IRA Compliance Resolution System (ICRS)
The IRS has issued Revenue Procedure 2026-33, establishing the IRA Compliance Resolution System, for correcting certain IRA failures.
IRA
IRS
IRS Guidance
SECURE 2.0
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2026-65, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
Defined benefit plan
IRS
IRS Announces Applicable Federal Rates for November
The Internal Revenue Service has issued Revenue Ruling 2026-21 which contains applicable federal rates for November 2026.
IRS
Defined contribution plan
IRA
IRS Announces Tax Deadline Relief for Several Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for weather-related events in Alabama, Florida, New Mexico, Wisconsin, Ohio, Nebraska, and West Virginia.