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Regulatory and Legislative
IRS Announces Applicable Federal Rates for April
The Internal Revenue Service has issued Revenue Ruling 2026-11 which contains the applicable federal rates for June 2026.
Regulatory and Legislative
Bill Proposes Charitable Distributions from DC Plans
Senators Kevin Cramer (R-ND) and Chris Coons (D-DE), and Congressmen Don Beyer (D-VA) and Mike Kelly (R-PA), have introduced the bicameral, bi-partisan Charity Parity Act.
Regulatory and Legislative
IRS Updates Yield Curves and Segment Rates for DB Plans
The Internal Revenue Service has issued Notice 2026-31, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
Regulatory and Legislative
IRS Issues 2026 Cumulative List of Changes for Pre-Approved DB Plans
The Internal Revenue Service has issued Notice 2026-34 which includes the Cumulative List of Changes for Pre-Approved Defined Benefit Plans.
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.