News

The IRS has issued a draft 2026 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments. 

The Office of Management and Budget has received a proposed rule from the Department of Labor (DOL) titled "Requirement to Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors”.

The Internal Revenue Service (IRS) has released draft Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments.

The Internal Revenue Service has provided draft Instructions for Form 5498-ESA, Coverdell ESA Contribution Information, for the 2026 tax year.

The Department of Labor has issued Advisory Opinion 2025-04A.

The IRS has issued draft Form 5498-ESA, Coverdell ESA Contribution Information. 

The Internal Revenue Service has released a draft Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information. 

The Pension Benefit Guarantee Corporation has issued a final rule updating interest assumptions under the asset allocation regulation for plans with valuation dates in the fourth quarter of 2025. 

Senators Ruben Gallego (D-AZ) and Todd Young (R-IN) have introduced S. 2867, the Uplifting First-Time Homebuyers Act to help more people buy their first home. 

The Senate has confirmed Daniel Aronowitz as Assistant Secretary of Labor for the Employee Benefits Security Administration.