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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.
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.
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.
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.
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).
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.
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.
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.
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.
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).