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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

IRS Obsoletes Several Guidance Items

The Internal Revenue Service (IRS) 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

IRS Posts Updated Draft Instructions for Benefit Plan Determinations

The Internal Revenue Service (IRS) has issued draft instructions for Form 5300, Application for Determination for Employee Benefit Plans.
Defined benefit plan Defined contribution plan 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

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

Draft 2026 Form 8915-F Issued for Disaster Retirement Plan Reporting

The IRS has released a draft update to Form 8915-F, the tax form used to report qualified disaster retirement plan distributions and repayments.
Defined benefit plan Defined contribution plan IRA IRS

Prime Interest Rate Increased to 7.0 Percent

Effective September 16, 2026, the prime interest rate was increased from 6.75 percent to 7.0 percent.
Defined benefit plan Defined contribution plan