- Resources
- IRS
IRS
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
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.
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.
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.
Regulatory and Legislative
DOL Confirms Proxy Advisors May Be Investment Advice Fiduciaries
The Department of Labor announced that it has issued Technical Release 2026-01.
Regulatory and Legislative
Proposal Offers Selective Payment of Benefits
Representatives Greg Steube (R-FL), and Suzan DelBene (D-WA), have introduced the Optimizing Participant Tax Incentives through Optional Noncash Selections Act.
Regulatory and Legislative
Proposals Expanding Contributions for Caregivers Introduced
Senator Susan Collins (R-ME) has introduced a pair of bills to help family caregivers better prepare for retirement.
Regulatory and Legislative
IRS Announces Deadline Relief for Mississippi Severe Storm Victims
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.