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.
Treasury Announces Trump Account Automatic Enrollment Completion
The Department of Treasury has announced the completion of automatic enrollment for Trump accounts, indicating that every eligible child under the age of 18 with a valid Social Security number now has a Trump account.
Treasury Issues Trump Account Temporary Regulations
The Department of Treasury and Internal Revenue Service have issued temporary regulations providing guidance regarding general requirements for Trump accounts.
Proposal Eliminating Cap on Rollover Amounts From 529 Plans to Roth IRAs Introduced
Senator Ted Cruz (R-TX), along with cosponsor Senator Lisa Blunt Rochester (D-DE), have introduced S. 5550, to eliminate the aggregate limitation on rollovers from a 529 program to a Roth IRA.
Proposal to Increase Savers Match Introduced
Senator Ron Wyden (D-OR), ranking member of the Senate Finance Committee, has introduced the Saver's Match Enhancement Act.
OMB Completes Review of Latest Round of Trump Account Guidance
The Office of Management and Budget has completed review of two rulemaking items it recently received from the Department of Treasury and Internal Revenue Service.
Born to Invest Act Introduced in House
Representatives Sharice Davids (D-KS) and Derek Schmidt (R-KS) have introduced H.R. 10490, the Born to Invest Act.
Bill Introduced to Extend Time Period for Contributing Military Death Benefits to Roth IRA or ESA
Senators Richard Blumenthal (D-CT) and Tim Sheehy (R-MT) have introduced S. 5445, the GRACE for Military Survivors Act.
IRS Releases Draft 2027 Form 1099-R
The Internal Revenue Service has posted a draft 2027 tax year Form 1099-R.
More Trump Account Guidance at OMB
The Office of Management and Budget received two rulemaking items for review from the Department of Treasury and Internal Revenue Service.
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.
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