FuturePlan ERISA Team

Senators Bill Cassidy (R-LA) and Jim Banks (R-IN) have introduced the Investigation Status and Governance for Honest Transparency (INSIGHT) Act.

The Internal Revenue Service has released Notice 2026-27, updating the static mortality tables for defined benefit plans for 2027. 

A bill re-introduced by Representative Bryan Steil (R-WI), titled the Protecting Americans' Retirement Savings From Politics Act, has cleared the House Financial Services Committee by a vote of 27-24. 

Representatives Adrian Smith (R-NE), along with cosponsors Blake Moore (R-UT) and Brian Jack (R-GA), have introduced H.R. 8313, the Trump Accounts for All Generations Act. 

The Internal Revenue Service has issued Revenue Ruling 2026-09 which contains the applicable federal rates for May 2026. 

The Department of Labor's Employee Benefits Security Administration has issued Field Assistance Bulletin 2026-01, a memorandum to EBSA staff from Assistant Secretary Daniel Aronowitz providing guiding principles for EBSA's enforcement priorities. 

The Department of Labor announced that it has issued Technical Release 2026-01. 

Representatives Greg Steube (R-FL), and Suzan DelBene (D-WA), have introduced the Optimizing Participant Tax Incentives through Optional Noncash Selections Act. 

Senator Susan Collins (R-ME) has introduced a pair of bills to help family caregivers better prepare for retirement.

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for severe winter storms in the state of Mississippi until June 8, 2026.