IRS

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. 

May 18 2026

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. 

May 18 2026

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.

May 15 2026

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. 

May 13 2026

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.

May 07 2026

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. 

May 07 2026

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.

May 05 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.

May 01 2026

Regulatory and Legislative

IRS Publishes 2027 Mortality Tables for DB Plans

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

April 27 2026

Regulatory and Legislative

IRS Announces Applicable Federal Rates for May

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

April 17 2026