News

Regulatory and Legislative

Pensions for All Proposed in House

Representative Delia Ramirez (D-IL) and several co-sponsors have introduced H.R. 7556, the Pensions for All Act. 

February 20 2026

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Louisiana

The Federal Emergency Management Agency issued a Major Disaster Declaration on February 18, 2026, for Louisiana severe winter storms, for the incident period of January 23 - January 27, 2026.

February 20 2026

Regulatory and Legislative

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The Internal Revenue Service has issued Notice 2026-14, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.

February 20 2026

Regulatory and Legislative

IRS Releases 2025 Form 5500-EZ and Instructions

The Internal Revenue Service has released the 2025 Form 5500-EZ and Instructions for Form 5500-EZ.

February 20 2026

Regulatory and Legislative

IRS Issues Draft 2026 Publication 1099

The Internal Revenue Service has posted a draft 2026 tax year Publication 1099, General Instructions for Certain Information Returns (Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, and W-2G). 

February 20 2026

Regulatory and Legislative

IRS Announces Applicable Federal Rates for March

The Internal Revenue Service has issued Revenue Ruling 2026-06 which contains the applicable federal rates for March 2026.

February 18 2026

Regulatory and Legislative

IRS Announces Deadline Relief for Louisiana Storm Victims

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for severe winter storms in the state of Louisiana until March 31, 2026. 

February 17 2026

Regulatory and Legislative

DOL Paper Statement Rule Clears OMB

The Office of Management and Budget has completed its review of the Department of Labor's (DOL) proposed rule titled “Requirements to Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors”, pursuant to the requirements of the SECURE 2.0 Act.

February 13 2026

Regulatory and Legislative

Trump Account Proposed Rules at OMB

The Office of Management and Budget received two proposed rules from the Department of Treasury and Internal Revenue Service pursuant to the implementation of Trump accounts under the One Big Beautiful Bill Act. 

February 12 2026

Regulatory and Legislative

First-Time Homebuyer Accounts Proposed

Representative Kat Cammack (R-FL) and Jim Moylan (R-GU) have introduced H.R. 7422, the Next-Generation Equity Savings Tool Act (NEST Act).

February 12 2026