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IRA
Regulatory and Legislative
IRS Announces Deadline Relief for Taxpayers Impacted by Super Typhoon Sinlaku
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of Super Typhoon Sinlaku until November 2, 2026.
Regulatory and Legislative
Executive Order Issued to Promote Retirement Savings Access
President Trump has issued an Executive Order that will establish a marketplace website for private-sector IRAs to provide a solution for workers without access to an employer-sponsored retirement plan.
Regulatory and Legislative
Proxy Reform Proposal Clears House Committee
A bill re-introduced by Representative Bryan Steil (R-WI), titled the Protecting Americans' Retirement Savings From Politics Act, has cleared the House Financial Services Committee by a vote of 27-24.
Regulatory and Legislative
Proposal Would Make Trump Account Pilot Contributions Permanent
Representatives Adrian Smith (R-NE), along with cosponsors Blake Moore (R-UT) and Brian Jack (R-GA), have introduced H.R. 8313, the Trump Accounts for All Generations Act.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for May
The Internal Revenue Service has issued Revenue Ruling 2026-09 which contains the applicable federal rates for May 2026.
Regulatory and Legislative
DOL Confirms Proxy Advisors May Be Investment Advice Fiduciaries
The Department of Labor announced that it has issued Technical Release 2026-01.
Regulatory and Legislative
Proposal Offers Selective Payment of Benefits
Representatives Greg Steube (R-FL), and Suzan DelBene (D-WA), have introduced the Optimizing Participant Tax Incentives through Optional Noncash Selections Act.
Regulatory and Legislative
Proposals Expanding Contributions for Caregivers Introduced
Senator Susan Collins (R-ME) has introduced a pair of bills to help family caregivers better prepare for retirement.
Regulatory and Legislative
IRS Announces Deadline Relief for Mississippi Severe Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for severe winter storms in the state of Mississippi until June 8, 2026.
Regulatory and Legislative
First-Time Home Buyer Accounts Proposed
Representative Nancy Mace (R-SC) has introduced H.R. 8221, the First-Time Homebuyer Savings Act in the House.