Compliance | December 4th, 2025 IRS Issues 2025 Required Amendments List for Qualified Plans, 403(b)s The guidance lays out regulatory and statutory changes that might require plan amendments.
Compliance | December 2nd, 2025 IRS, Treasury Offer Updates on How Trump Accounts Will Work The savings accounts for children are expected to go live on July 4, 2026.
Compliance | November 14th, 2025 Delayed Release of 2026 Contribution Limits Unlikely to Cause Many Problems Recordkeepers and payroll providers say systems will not be thrown off by the later release.
Administration | November 13th, 2025 401(k) Limit Increases to $24,500 for 2026, IRA Limit to $7,500 The announcement comes with guidance on all the cost-of-living adjustments affecting limitations for pension plans and other retirement-related items for...
Compliance | November 12th, 2025 Government Shutdown Set to Conclude, as Urgent Retirement Deadlines Loom The record closure in Washington has left plan sponsors with minimal time to navigate upcoming changes.
Compliance | October 28th, 2025 After 4 Weeks, How the Government Shutdown Is Affecting Retirement Plans The industry awaits updates defining plan contribution limits for 2026, among others currently in limbo.
Compliance | October 23rd, 2025 IRS Tightens Rules on Employee Retention Credit Claims July’s One Big Beautiful Bill created provisions that essentially close the door on the pandemic-era tax credit.
Compliance | October 9th, 2025 IRS Announces Changes to Health-Related Accounts for 2026 The announcement comes one day after the tax regulator began furloughing employees because of the ongoing government shutdown.
Compliance | October 8th, 2025 IRS Halts Operations, Furloughs Employees as Shutdown Drags On The agency will retain slightly more than half of its staff, but it will likely face delays if the government...
Administration | October 8th, 2025 Senate Confirms Janet Dhillon as PBGC Director Dhillon was one of 108 nominees confirmed Tuesday night to fill a variety of Department of Labor and other federal...
Ask the Experts | October 7th, 2025 What is the Effective Date of Roth Catch-Ups for Governmental 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | September 18th, 2025 What Comes Next After IRS Issues Final Rules on Roth Catch-Ups? Plan sponsors, payroll providers and plan administrators should already be ensuring they have processes in place to comply with the...
Compliance | September 15th, 2025 Treasury, IRS Issue Final Regulations on Roth Catch-up Contributions The statutory deadline has not been extended, but the rules will only be applied in 'good faith' in 2026.
Compliance | July 21st, 2025 IRS Clarifies Tax Rules for Uncashed Retirement Checks The agency provided guidance about tax withholding and reporting obligations for reissued checks.
Compliance | July 15th, 2025 IRS Releases Updated Mortality Tables for Defined Benefit Pension Plans The changes will apply for valuation dates starting in 2026.
Compliance | July 9th, 2025 IRS Expands Pre-Approved 403(b) Plan Options to Streamline Compliance The approach offers risk mitigation, often at a lower cost.
Benefits | July 8th, 2025 Retirement Relief Available Amid Texas Floods The Federal Emergency Management Agency issued a major disaster declaration, clearing the way for assistance.
Compliance | June 8th, 2025 PSNC 2025: I Survived an Audit When a plan faces an audit from the DOL or IRS, it is important to work closely with providers to...
Compliance | May 7th, 2025 IRS Eases Rules on Pension Plans’ Use of Custom Mortality Tables The new guidance is part of the Trump administration’s broader shift toward deregulation and reducing the size of federal agencies.
Compliance | April 9th, 2025 Historically Reluctant to Share Taxpayer Data, IRS Will Cooperate With ICE The IRS agreed to share taxpayer data with immigration authorities, a marked contrast to its 2023 approach to EBSA’s lost-and-found...