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

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

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

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

IRS Releases 2026-2027 Priority Guidance Plan

The Department of Treasury and Internal Revenue Service have released a list guidance projects outlining priorities for the period October 1, 2026, through September 30, 2027.

Defined benefit plan Defined contribution plan IRA IRS 529 account ABLE Account …

IRS Posts Updated Draft Instructions for Benefit Plan Determinations

The Internal Revenue Service has issued draft instructions for Form 5300, Application for Determination for Employee Benefit Plans.

Defined benefit plan Defined contribution plan IRS

Treasury Announces Trump Account Automatic Enrollment Completion

The Department of Treasury has announced the completion of automatic enrollment for Trump accounts, indicating that every eligible child under the age of 18 with a valid Social Security number now has a Trump account.

IRA IRS

IRS Obsoletes Several Guidance Items

The Internal Revenue Service has released Notice 2026-58, eliminating extraneous and unnecessary items by identifying and obsoleting 71 Revenue Rulings, Revenue Procedures, Notices and Announcements that were previously published.

Defined benefit plan Defined contribution plan IRS

Treasury Issues Trump Account Temporary Regulations

The Department of Treasury and Internal Revenue Service have issued temporary regulations providing guidance regarding general requirements for Trump accounts.

IRA IRS

OMB Completes Review of Latest Round of Trump Account Guidance

The Office of Management and Budget has completed review of two rulemaking items it recently received from the Department of Treasury and Internal Revenue Service.

IRA IRS