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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 Clarifies Enforcement Priorities
The Department of Labor's Employee Benefits Security Administration has issued Field Assistance Bulletin 2026-01, a memorandum to EBSA staff from Assistant Secretary Daniel Aronowitz providing guiding principles for EBSA's enforcement priorities.
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
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.