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FEMA Issues Multiple Disaster Declarations

The Federal Emergency Management Agency (FEMA) issued multiple Major Disaster Declarations on October 7, 2026.
Defined benefit plan Defined contribution plan IRA

Retirement Plan Disaster Assistance May Be Available for Ohio Storms

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 2, 2026, for Ohio severe storms, straight-line winds, tornadoes, flooding, landslides for the incident period of August 10, 2026, to August 22, 2026.
Defined benefit plan Defined contribution plan IRA

IRS Releases 2026-2027 Priority Guidance Plan

The Department of Treasury and Internal Revenue Service (IRS) have released a list guidance projects outlining priorities for the period October 1, 2026, through September 30, 2027.
Defined benefit plan Defined contribution plan HSA IRA 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 (SSN) now has a Trump account.
IRA IRS

Treasury Issues Trump Account Temporary Regulations

Treasury and IRS temporary regulations provide guidance on Trump account establishment, automatic enrollment, and contribution rules, including qualified stock contributions, with implementation beginning in 2026.
IRA IRS

Proposal to Increase Savers Match Introduced

Senator Ron Wyden (D-OR), ranking member of the Senate Finance Committee, has introduced the Saver's Match Enhancement Act.
Defined contribution plan IRA Legislative updates

OMB Completes Review of Latest Round of Trump Account Guidance

OMB has completed review of two Treasury and IRS regulatory actions related to Trump Accounts.
IRA IRS

IRS Releases Draft 2027 Form 1099-R

The IRS has posted a draft 2027 Form 1099-R.
Defined benefit plan Defined contribution plan IRA IRS

OMB Reviews Trump Account Rules

OMB is reviewing proposed and interim final Treasury and IRS regulations for Trump accounts.
IRA IRS