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Regulatory and Legislative
IRS Provides Safe Harbor Guidance on Distribution Notices
The Internal Revenue Services (IRS) has issued Notice 2026-13.
Regulatory and Legislative
IRS Posts Form 8881, Used by Employers to Claim Certain Small Plan Credits
The Internal Revenue Service has released an updated Form 8881, Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation.
Regulatory and Legislative
Proposal to Roll Back ESG Investing Passes House
H.R. 2988, the Protecting Prudent Investment of Retirement Savings Act has passed in the House of Representatives by a vote of 213-205.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for February
The Internal Revenue Service has issued Revenue Ruling 2026-03 which contains the applicable federal rates (AFR) for February 2026.
Regulatory and Legislative
IRS Updates Draft 2025 Publication 590-A
The Internal Revenue Service has released an updated draft 2025 tax year Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs).
Regulatory and Legislative
DOL Sends Alternative Investment Rule to OMB
The Department of Labor has submitted a proposed rule titled Fiduciary Duties in Selecting Investment Alternative to the Office of Management and Budget for review.
Regulatory and Legislative
IRS Releases 2025 Form 990-T
The Internal Revenue Service has released the 2025 tax year Form 990-T, Exempt Organization Business Income Tax Return.
Regulatory and Legislative
IRS Releases Form 5330, for Payment and Reporting of Employee Benefit Plan Excise Taxes
The Internal Revenue Service has issued an updated Form 5330.
Regulatory and Legislative
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2026-12, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
Regulatory and Legislative
IRS Releases Draft Publication 571 for 403(b) Plans
The Internal Revenue Service has released a draft January 2026 Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations.