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Defined contribution plan
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
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2026- 26, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
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.
Regulatory and Legislative
IRS Announces Deadline Relief for Hawaii Severe Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for flooding and mudslides due to severe storms in the state of Hawaii until July 8, 2026.
Regulatory and Legislative
IRS Announces Deadline Relief for Tennessee Winter Storm Victims
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.
Regulatory and Legislative
IRS Releases Draft Form 8955-SSA
The Internal Revenue Service has released an updated draft Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits.
Regulatory and Legislative
IRS Releases Draft 2026 Tax Year IRA and Retirement Plan Distribution Reporting Form
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.
Regulatory and Legislative
DOL Proposes Guidance for Selection of Alternative Investments
The Department of Labor has released a proposed rule, “Fiduciary Duties In Selecting Designated Investment Alternatives”.
Regulatory and Legislative
Washington Pulse - DOL Proposes Updates to E-Delivery Rules to Align With SECURE 2.0
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.