Retirement Plan Disaster Assistance May Be Available for Indiana Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on August 25, 2026, for Indiana severe storms.
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The latest updates
FuturePlan Launches PATH PEP in Collaboration with Voya Financial, Bringing Institutional Retirement Capabilities to the Mid- and Large-Market
New pooled employer plan brings open investment architecture and institutional governance to the mid- and large-market
FuturePlan by Ascensus Names David Gunning as Vice President, Sales Consultant for New England
Driving New England growth through independent, advisor-focused retirement solutions.
FuturePlan by Ascensus Adds Ryan Moore as Regional Vice President to Strengthen Advisor Partnerships
Veteran advisor partner strengthens FuturePlan’s independent, client-focused approach across Los Angeles, the surrounding areas, and Hawaii.
IRS Announces Deadline Relief for Taxpayers Impacted by Nebraska Wildfires
The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Nebraska affected by wildfires that began on March 12, 2026, and April 22, 2026.
IRS Announces Applicable Federal Rates for September
The Internal Revenue Service has issued Revenue Ruling 2026-17 which contains the applicable federal rates for September 2026.
Treasury Provides Investment Guidance on Trump Accounts
The Department of Treasury and Internal Revenue Service have released a proposed rule governing eligible investments for Trump accounts.
IRS Proposes Changes to DB Minimum Funding Rules
The Internal Revenue Service has released proposed rule, Determination of Target Normal Cost and Funding Target for Single-Employer Defined Benefit Plans.
IRS Issues Rollover Guidance Under SECURE 2.0
The IRS has issued Notice 2026-49, providing rollover guidance in accordance with section 324 of SECURE 2.0.
PBGC Comments on FASB Market-Return Cash Balance Proposal
The Pension Benefit Guaranty Corporation has submitted comments to the Financial Accounting Standards Board regarding topic 715-30.
Trump Account Employer Contribution Guidance Released
A proposed rule by the Department of Treasury and IRS addressing Trump account employer contributions and associated nondiscrimination testing requirements has been released.
IRS Announces Deadline Relief for Taxpayers Impacted by Mississippi Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Mississippi affected by Tropical Storm Arthur that began on June 18, 2026.
IRS Announces Deadline Relief for Taxpayers Impacted by West Virginia Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Lewis and Upshur counties in West Virginia.
529 Distributions for Homebuyers Proposed in Senate
Senators John Husted (R-OH) and Michael Bennet (D-CO) have introduced S. 5227, the First-Time Home Buyer Empowerment Act.
Enhanced Trump Account Enrollment for Newborns Introduced
Senators Shelley Capito (R-WV) and Jim Justice (R-WV) have introduced S. 5243, to provide for the automatic establishment of Trump accounts.
IRS Issues Notice on Saver's Match
The Internal Revenue Service (has issued Notice 2026-48, indicating that the Department of Treasury and IRS intend to issue proposed regulations regarding the Saver's Match contribution provision under SECURE 2.0.
IRS Releases Draft Form 5329
The Internal Revenue Service has posted 2026 draft Form 5329.
IRS Posts 2027 Draft Forms W-4P, W-4R
The Internal Revenue Service has released the 2027 draft Form W-4P and 2027 draft Form W-4R.
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