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.
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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.
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.
IRS To Issue Cycle 4 Opinion Letters Soon
The Internal Revenue Service has issued Announcement 2026-15, indicating that it intends to issue opinion letters for defined contribution pre-approved plans updating qualification requirements under Cycle 4.
Retirement Plan Disaster Assistance May Be Available for Several Disasters
The Federal Emergency Management Agency issued Major Disaster Declarations on August 3 for storms in Nebraska, Missouri, Mississippi, and West Virginia.
Retirement Simplification and Clarity Act Introduced
Senators Roger Marshall (R-KS), and Kirsten Gillibrand (D-NY), have introduced S. 5156, the Retirement Simplification and Clarity Act.
Emergency Savings Enhancement Act Clears Committee
The Emergency Savings Enhancement Act, introduced last year by Senators Cory Booker (D-NJ) and Todd Young (R-IN), and amended by Senator Bill Cassidy ahead of a hearing, cleared the Senate HELP Committee.
Proposal to Alleviate DOL IRA Oversight Introduced
Senators John Barrasso (R-WY) and cosponsor Marsha Blackburn (R-TN) have introduced the Simplifying Modern Access to Retirement Tools for Savings Act, or SMART Savings Act.
American Dream Accounts for Home Buyers Introduced in House
Representative Aaron Bean (R-FL), has introduced H.R. 9895, the American Dream Accounts Act.
Trump Account Investment Rule Clears OMB
The Office of Management and Budget concluded its review of a proposed rule, Eligible Investments for Trump Accounts under Section 530A, from the Department of Treasury.
IRS Releases 2026 Draft Instructions for Form 8889, HSA Reporting
The Internal Revenue Service (IRS) has posted 2026 tax year draft Instructions for Form 8889, Health Savings Accounts.
ABLE MATCH Act Proposed in House
Representatives Debbie Dingell (D-MI) and Derek Schmidt (R-KS), have introduced H.R. 9801, the ABLE MATCH (Making Able a Tool to Combat Hardship) Act.
SAFE Banking Act Reintroduced
Representative Dave Joyce (R-OH) has introduced H.R. 9471, the SAFE Banking Act.
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