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Regulatory and Legislative
Sooner State to Provide Trump Account Contributions to Oklahoma Kids
A bill signed into law by Oklahoma Governor Kevin Stitt would provide an additional Trump account contribution for Oklahoma kids.
Regulatory and Legislative
DOL Issues Temporary Enforcement Policy Regarding Pension Benefit Statements
The Department of Labor has issued Field Assistance Bulletin 2026-02, addressing inquiries regarding compliance with the paper statement requirements under Section 338 of SECURE 2.0.
Regulatory and Legislative
PBGC Launches Webpage for Practitioners
The Pension Benefit Guaranty Corporation has launched a new webpage that it says is designed specifically to support the practitioner community.
Regulatory and Legislative
IRS Issues Draft Instructions for Form 5498-TA
The Internal Revenue Service has posted draft Instructions for Form 5498-TA, Trump Account Contribution Information.
Regulatory and Legislative
IRS Announces Deadline Relief for Taxpayers Impacted by Wildfires in Southeast Georgia
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in parts of Southeast Georgia that were affected by wildfires and straight-line winds that began on April 18, 2026.
Regulatory and Legislative
SEC Issues Staff Statement Regarding Pooled Employer Plans
The Securities and Exchange Commission has issued a staff interpretation that addresses the use of collective investment trusts in pooled employer plans.
Regulatory and Legislative
IRS Announces Deadline Relief for Taxpayers Impacted by Super Typhoon Sinlaku
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of Super Typhoon Sinlaku until November 2, 2026.
Regulatory and Legislative
Executive Order Issued to Promote Retirement Savings Access
President Trump has issued an Executive Order that will establish a marketplace website for private-sector IRAs to provide a solution for workers without access to an employer-sponsored retirement plan.
Insights and Perspectives
State Mandated Retirement Programs: What You Need to Know
State mandated retirement programs have become a way to increase the low percentage of Americans saving for retirement, and a way to bridge the coverage gap as pensions become rarer.
Regulatory and Legislative
Bill Proposes EBSA Reporting Requirements
Senators Bill Cassidy (R-LA) and Jim Banks (R-IN) have introduced the Investigation Status and Governance for Honest Transparency (INSIGHT) Act.