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.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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