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Washington Pulse: DOL Proposes New Guidance on Evaluating Designated Investment Alternatives in 401(k) Plans

The Department of Labor (DOL) has issued proposed regulations addressing fiduciary responsibilities when selecting designated investment alternatives (DIAs) for participant directed individual account plans subject to the Employee Retirement Income Security Act (ERISA) of 1974.
DOL Fiduciary Issues Washington Pulse
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Washington Pulse: IRS Issues Guidance on Optional Long-Term Care Distributions Under SECURE 2.0

The Internal Revenue Service (IRS) has issued guidance on a provision of the SECURE 2.0 Act allowing 401(k), 403(a), 403(b), and eligible governmental 457(b) plans to offer optional distributions to pay long-term care (LTC) insurance premiums.
Defined benefit plan Defined contribution plan IRS IRS Guidance Washington Pulse SECURE 2.0
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Washington Pulse: IRS Proposes Rules Governing Trump Accounts, Including $1,000 Federal Pilot Contributions

Industry & Regulatory News IRA IRS Washington Pulse News Articles

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.

IRS Establishes IRA Compliance Resolution System (ICRS)

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

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 (EPCRS).

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 (DB) pension plan minimum funding and present value calculations.

IRS Announces Applicable Federal Rates for November

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

IRS Announces Tax Deadline Relief for Several Storms

The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for the following weather-related events

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.

IRS Releases Draft 2027 Form 5498

The IRS has issued a draft 2027 Form 5498, IRA Contribution Information. Form 5498 is used to report IRA-related information, including contributions to IRAs, SEP plans, SIMPLE plans, end-of-year fair market values, rollovers, conversions, recharacterizations, etc. 
IRS

2027 Taxable Wage Base Announced

The Social Security Administration (SSA) has announced the 2027 adjustments for benefits and certain other limitations that are subject to annual cost-of-living adjustment (COLA) indices.