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.
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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.
House Passes Tax Relief for Fraud Victims
H.R. 9500, the Tax Relief for Fraud Victims Act, introduced by Representatives Max Miller (R-OH) and Thomas Suozzi (D-NY), passed the House by a vote of 408-17.
ESOP Bill Passes House
The House of Representatives has passed S. 2403, the Retire through Ownership Act by a vote of 401-14.
IRS Clarifies Amendment Deadlines Under SECURE 2.0
The Internal Revenue Service issued a bulletin responding to stakeholder requests for clarification regarding the deadline for adopting plan amendments implementing SECURE and SECURE 2.0 provisions.
SEC Proposes Proxy Reform
The Securities and Exchange Commission has proposed recission of Rule 14a-8, the shareholder proposal rule, to leave determinations of when companies must include shareholder proposals in their proxy materials to state law.
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2026-57, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
Automatic Portability Rule at OMB
The Office of Management and Budget has received for review a final rule from the Department of Labor implementing a statutory exemption for the receipt of fees and compensation in connection with automatic portability transactions.
IRS Extends Tax Deadlines for Hawaii and Oglala Sioux Tribe Disaster Victims
Taxpayers should consult with their tax advisor to understand the impact of the deadline relief on their own situation.
Retirement Plan Disaster Assistance May Be Available for Several Disasters
The Federal Emergency Management Agency issued Major Disaster Declarations on September 1, 2026
IRS Releases Draft Instructions for Form 8881
The Internal Revenue Service has posted draft Instructions for Form 8881, Credits for Small Employer Pension Plan Startup Costs, Contributions, Auto-Enrollment, and Military Spouse Participation.
IRS Announces Deadline Relief for Taxpayers Impacted by Indiana Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Indiana affected by severe storms, straight-line winds, tornadoes, and flooding that began on August 11, 2026.
IRS Announces Deadline Relief for Taxpayers Impacted by Washington Wildfires
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Washington affected by wildfires that began on July 31, 2026.
GAO Reports on Participant Privacy Risks
The Government Accountability Office recently published a blog post “Retirement Plans Could Be Sharing Your Personal Data. Are You at Risk?”, highlighting findings from a GAO report released in March following a congressional request to examine retirement plan data privacy.
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.
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.
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