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Regulatory and Legislative
IRS Releases 2026 Form W-4P
The Internal Revenue Service has issued the 2026 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments.
Regulatory and Legislative
Prime Interest Rate Decreased to 6.75 Percent
Effective December 10, 2025, the prime interest rate was lowered from 7.00 percent to 6.75 percent.
Regulatory and Legislative
Additional Bills Propose Expanded HSA Usage
Senator Robert Marshall (R-KS) has introduced the Lowering Healthcare Costs for Americans Act.
Regulatory and Legislative
IRS Releases Updated Draft Instructions for HSAs and MSAs
The Internal Revenue Service has posted new draft instructions for Forms 1099-SA and 5498-SA.
Regulatory and Legislative
Proposal Redirecting Subsidies to HSAs Surfaces
Senators Mike Crapo (R-ID) and Bill Cassidy (R-LA) have released the Health Care Freedom for Patients Act.
Regulatory and Legislative
IRS Issues HSA Guidance Under OBBBA
The Internal Revenue Service has issued Notice 2026-05 which provides guidance on changes relating to health savings accounts enacted under the One, Big, Beautiful Bill Act.
Regulatory and Legislative
PBGC Expands e-Filing Portal Options
The Pension Benefit Guaranty Corporation has announced that practitioners for single employer plans can now submit standard termination filings, including those with missing participants in its e-filing portal.
Regulatory and Legislative
Senate Proposal Would Expand Use of HSAs
Senator Rand Paul (R-KY) has introduced the Health Marketplace and Savings Accounts for All Act.
Regulatory and Legislative
IRS Posts 2025 Form 8889 for HSA Reporting
The IRS has posted the 2025 tax year Form 8889, Health Savings Accounts.
Regulatory and Legislative
Roth Rollover Proposal Introduced in Senate
Senators John Barrasso (R-WY) and Michael Bennet (D-CO) have introduced the Retirement Rollover Flexibility Act.