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Regulatory and Legislative

IRS Issues Final Regulations on SECURE 2.0 Catch-up Contributions

The Internal Revenue Service has issued final regulations implementing catch-up contribution requirements introduced by the SECURE 2.0 Act of 2022.
Regulatory and Legislative SECURE 2.0 IRS Washington Pulse News Articles

2025 Tax Bill Provides Key Changes for Savers

Congress passed the tax bill known as the One Big Beautiful Bill Act (OBBBA) on July 3, 2025.
Regulatory and Legislative 529 account ABLE Account HSA Legislative updates Washington Pulse …

DOL Issues Final Amendments to the VFCP

The Department of Labor recently issued a final amendment to the Voluntary Fiduciary Correction Program, incorporating a Self-Correction Component for eligible transactions under the program.
Regulatory and Legislative Defined contribution plan DOL Washington Pulse News Articles

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.
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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.
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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.
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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.
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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.
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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.
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