IRS Announces Tax Deadline Relief for Texas Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Texas affected by severe storms that began on July 14, 2026.
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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 Strengthens New England Presence with Addition of Grant Livingston
Experienced retirement plan consultant to expand advisor partnerships and retirement plan solutions throughout Connecticut, Rhode Island, and Western Massachusetts.
FEMA Issues Disaster Declaration for Florida Hurricane Isaias
The Federal Emergency Management Agency issued a Major Disaster Declaration on October 27, 2026, for Florida Hurricane Isaias.
IRS Posts Draft 2027 Publication 15-A
The Internal Revenue Service has released a draft 2027 tax year Publication 15-A, Employer's Supplemental Tax Guide (Supplement to Publication 15, Employer’s Tax Guide).
Automatic Enrollment Final Rule Clears OMB
The Office of Management and Budget has completed its review of a final rule from the Department of Treasury and the Internal Revenue Service that addresses automatic enrollment requirements under Internal Revenue Code Section 414A.
IRS Releases Updated EPCRS Guidance
The IRS has released Revenue Procedure 2026-34, which revises and updates Revenue Procedure 2021-30, the most recent statement of the Employee Plans Compliance Resolution System.
IRS Establishes IRA Compliance Resolution System (ICRS)
The IRS has issued Revenue Procedure 2026-33, establishing the IRA Compliance Resolution System, for correcting certain IRA failures.
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2026-65, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
IRS Announces Applicable Federal Rates for November
The Internal Revenue Service has issued Revenue Ruling 2026-21 which contains applicable federal rates for November 2026.
IRS Announces Tax Deadline Relief for Several Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for weather-related events in Alabama, Florida, New Mexico, Wisconsin, Ohio, Nebraska, and West Virginia.
PBGC Posts 2027 Premium Rates
The Pension Benefit Guaranty Corporation has determined premium rates applicable for the 2027 plan year in accordance with indexing rules provided in ERISA Section 4006.
IRS Releases Draft 2027 Form 5498
The IRS has issued a draft 2027 Form 5498, IRA Contribution Information.
2027 Taxable Wage Base Announced
The Social Security Administration has announced the 2027 adjustments for benefits and certain other limitations that are subject to annual cost-of-living adjustment indices.
PBGC Updates Interest Assumptions for Valuing Benefits for Q4 2026
The Pension Benefit Guaranty Corporation has issued a final rule updating interest assumptions under the asset allocation regulation for plans with valuation dates in the fourth quarter of 2026.
PBGC Posts FAQs on Coverage Determination or Assessment
The Pension Benefit Guaranty Corporation has posted frequently asked questions regarding PBGC coverage determination or assessment requests.
FEMA Issues Disaster Declarations for Hurricane Isaias
The Federal Emergency Management Agency issued Major Disaster Declarations on October 9, 2026, for Hurricane Isaias.
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