- Resources
- Regulatory and Legislative
Regulatory and Legislative
Regulatory and Legislative
First-Time Home Buyer Distribution Increase Proposed
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.
Regulatory and Legislative
Aronowitz Confirmed as Assistant Secretary of Labor for EBSA
The Senate has confirmed Daniel Aronowitz as Assistant Secretary of Labor for the Employee Benefits Security Administration.
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 Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2025-47, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
Regulatory and Legislative
Proposal Allowing Unclaimed Retirement Distribution Transfers to State Unclaimed Property Programs Introduced
Representatives Ron Estes (R-KS), and Seth Magaziner (D-RI), have introduced H.R. 5325, the Unclaimed Retirement Rescue Plan.
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.