Defined contribution plan

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for winter storm Fern in the state of Tennessee until May 22, 2026.

The Internal Revenue Service has released an updated draft Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits. 

The Internal Revenue Service has posted a draft 2026 tax year Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

The Department of Labor has released a proposed rule, “Fiduciary Duties In Selecting Designated Investment Alternatives”.

The Department of Labor has issued a proposed rule amending the electronic delivery regulations for certain retirement plan documents to align with new requirements established under the SECURE 2.0 Act. 

The U.S. Department of Labor’s Employee Benefits Security Administration has removed the Biden-era 2024 final rule, “Retirement Security Rule: Definition of an Investment Advice Fiduciary,” from the Code of Federal Regulations.

The Internal Revenue Service has issued Revenue Ruling 2026-07 which contains the applicable federal rates for April 2026. 

Senator Rick Scott (R-FL) has introduced S. 4026, the American Dream Accounts Act.

The Internal Revenue Service has issued Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities to be used for tax year 2026.

Nearly 83 million Americans lack workplace retirement savings coverage.