Expertise and Tools for a Competitive Edge

IRS Releases Draft Publication 571 for 403(b) Plans

The Internal Revenue Service has released a draft 2027 tax year Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations.

Defined contribution plan IRS

IRS Publishes 2026 Form 945 and Instructions

The Internal Revenue Service has released 2026 Form 945, Annual Return of Withheld Federal Income Tax, and correlating instructions.

Defined benefit plan Defined contribution plan IRA IRS

IRS Proposes Rules for Employer Trump Account Contribution Programs

The Treasury Department and Internal Revenue Service have issued proposed regulations governing employer contributions to Trump accounts.

IRS IRA Washington Pulse

Homeownership Opportunity Act Introduced

Representatives Greg Steube (R-FL) and Jimmy Panetta (D-CA) have introduced H.R. 10944, the Homeownership Opportunity Act.

Defined contribution plan IRA Legislative updates

IRS Announces Tax Deadline Relief for Texas Storms

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Texas affected by severe storms that began on July 14, 2026.

Defined benefit plan Defined contribution plan IRA IRS

FEMA Issues Disaster Declaration for Florida Hurricane Isaias

The Federal Emergency Management Agency issued a Major Disaster Declaration on October 27, 2026, for Florida Hurricane Isaias.

Defined benefit plan Defined contribution plan IRA

IRS Posts Draft 2027 Publication 15-A

The Internal Revenue Service has released a draft 2027 tax year Publication 15-A, Employer's Supplemental Tax Guide (Supplement to Publication 15, Employer’s Tax Guide).

Defined benefit plan Defined contribution plan IRA IRS

Automatic Enrollment Final Rule Clears OMB

The Office of Management and Budget has completed its review of a final rule from the Department of Treasury and the Internal Revenue Service that addresses automatic enrollment requirements under Internal Revenue Code Section 414A.

SECURE 2.0 Defined contribution plan IRS Guidance

IRS Releases Updated EPCRS Guidance

The IRS has released Revenue Procedure 2026-34, which revises and updates Revenue Procedure 2021-30, the most recent statement of the Employee Plans Compliance Resolution System.

Defined contribution plan IRS IRS Guidance

IRS Establishes IRA Compliance Resolution System (ICRS)

The IRS has issued Revenue Procedure 2026-33, establishing the IRA Compliance Resolution System, for correcting certain IRA failures.

IRA IRS IRS Guidance SECURE 2.0

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The Internal Revenue Service has issued Notice 2026-65, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.

Defined benefit plan IRS

IRS Announces Applicable Federal Rates for November

The Internal Revenue Service has issued Revenue Ruling 2026-21 which contains applicable federal rates for November 2026.

IRS Defined contribution plan IRA

PBGC Posts 2027 Premium Rates

The Pension Benefit Guaranty Corporation has determined premium rates applicable for the 2027 plan year in accordance with indexing rules provided in ERISA Section 4006.

Defined benefit plan

IRS Announces Tax Deadline Relief for Several Storms

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for weather-related events in Alabama, Florida, New Mexico, Wisconsin, Ohio, Nebraska, and West Virginia.

Defined contribution plan Defined benefit plan

IRS Releases Draft 2027 Form 5498

The IRS has issued a draft 2027 Form 5498, IRA Contribution Information.

IRA