FEMA Issues Multiple Disaster Declarations
The Federal Emergency Management Agency issued multiple Major Disaster Declarations on October 7, 2026.
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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.
Retirement Plan Disaster Assistance May Be Available for Ohio Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on October 2, 2026, for Ohio severe storms.
IRS Releases 2026-2027 Priority Guidance Plan
The Department of Treasury and Internal Revenue Service have released a list guidance projects outlining priorities for the period October 1, 2026, through September 30, 2027.
IRS Obsoletes Several Guidance Items
The Internal Revenue Service has released Notice 2026-58, eliminating extraneous and unnecessary items by identifying and obsoleting 71 Revenue Rulings, Revenue Procedures, Notices and Announcements that were previously published.
IRS Posts Updated Draft Instructions for Benefit Plan Determinations
The Internal Revenue Service has issued draft instructions for Form 5300, Application for Determination for Employee Benefit Plans.
IRS Releases Draft 2027 Form 1099-R
The Internal Revenue Service has posted a draft 2027 tax year Form 1099-R.
IRS Announces Applicable Federal Rates for October
The Internal Revenue Service has issued Revenue Ruling 2026-19 which contains applicable federal rates for October 2026.
IRS Issues Updated Draft Form for Reporting Qualified Disaster Retirement Plan Distributions and Repayments
Form 8915-F is used to report certain qualified disaster distributions, including 2021 and later disasters.
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.
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.
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.
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