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Defined contribution plan
Regulatory and Legislative
IRS Announces Deadline Relief for Wisconsin Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of Wisconsin severe storms, straight-line winds, flooding, and mudslides until February 2, 2026.
Regulatory and Legislative
House Committee Advances Retirement Proposals
The House Education and Workforce Committee has advanced several retirement bills following a markup.
Regulatory and Legislative
IRS Releases Draft 2026 Form W-4R
The IRS has released a draft 2026 Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions.
Regulatory and Legislative
Prime Interest Rate Lowered to 7.25 Percent
Effective September 17, 2025, the prime interest rate decreased to 7.25 percent.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for October
The Internal Revenue Service has issued Revenue Ruling 2025-19 which contains the applicable federal rates for October 2025.
Regulatory and Legislative
IRS Releases Final Regulations on SECURE 2.0 Catch-Up Provisions
The Internal Revenue Service has issued final regulations providing guidance for employers regarding new provisions on catch-up contributions as permitted by the SECURE 2.0 Act of 2022.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Several Disasters
The Federal Emergency Management Agency issued several Major Disaster Declarations on September 11, 2025.
Regulatory and Legislative
IRS Releases 2025 Draft Instructions for Form 8889, HSA Reporting
The IRS has posted 2025 tax year draft Instructions for Form 8889, Health Savings Accounts.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for September
The Internal Revenue Service has issued Revenue Ruling 2025-17 which contains the applicable federal rates for September 2025.
Regulatory and Legislative
DOL Rescinds 2021 Supplemental Statement on Alternative Assets In 401(K) Plans
The Department of Labor has rescinded a 2021 supplemental statement issued by the Biden administration that discouraged fiduciaries from considering alternative assets in 401(k) investment lineups.