IRS Issues Rollover Guidance Under SECURE 2.0
The IRS has issued Notice 2026-49, providing rollover guidance in accordance with section 324 of SECURE 2.0.
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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 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.
IRS Issues Notice on Saver's Match
The Internal Revenue Service (has issued Notice 2026-48, indicating that the Department of Treasury and IRS intend to issue proposed regulations regarding the Saver's Match contribution provision under SECURE 2.0.
Emergency Savings Enhancement Act Clears Committee
The Emergency Savings Enhancement Act, introduced last year by Senators Cory Booker (D-NJ) and Todd Young (R-IN), and amended by Senator Bill Cassidy ahead of a hearing, cleared the Senate HELP Committee.
Automatic Enrollment Final Rule at OMB
The final rule reflects statutory changes introduced by the SECURE 2.0 Act of 2022.
Guidance Issued on Long-Term Care Distributions Under SECURE 2.0
The Internal Revenue Service has issued Notice 2026-33, to provide guidance on qualified long-term care distributions for long-term care insurance premiums pursuant to Section 334 of SECURE 2.0.
DOL Issues Temporary Enforcement Policy Regarding Pension Benefit Statements
The Department of Labor has issued Field Assistance Bulletin 2026-02, addressing inquiries regarding compliance with the paper statement requirements under Section 338 of SECURE 2.0.
Washington Pulse - DOL Proposes Updates to E-Delivery Rules to Align With SECURE 2.0
The Department of Labor has issued a proposed rule amending the electronic delivery regulations for certain retirement plan documents to align with new requirements established under the SECURE 2.0 Act.
DOL Releases Paper Statement Proposed Rule
The Department of Labor has released a proposed rule making amendments to electronic disclosure safe harbors pursuant to the implementation of Section 338 of SECURE 2.0.
IRS Announces Applicability of Future Final RMD Regulations
The Internal Revenue Service released Announcement 2026-7, further delaying the anticipated applicability date for certain portions of future final regulations relating to required minimum distributions (RMDs) under IRC Sec. 401(a)(9) pursuant to SECURE 2.0.
IRS Extends Deadline for IRA SECURE 2.0 Amendments
The Internal Revenue Service has issued Notice 2026-09, extending the deadline to complete amendments under the SECURE 2.0 Act for individual retirement arrangements.
Proposal to Enhance PLESAs Introduced in Senate
Senators Cory Booker (D-NJ) and Todd Young (R-IN), along with Representatives Eugene Vindman (D-VA) and Glenn Thompson (R-PA) have introduced bi-cameral legislation, the Emergency Savings Enhancement Act.
Senate Passes Two ESOP Proposals
The Senate passed by unanimous consent two proposals aimed at strengthening Employee Stock Ownership Plans.
IRS Issues Final Regulations on SECURE 2.0 Catch-up Contributions
The Internal Revenue Service has issued final regulations implementing catch-up contribution requirements introduced by the SECURE 2.0 Act of 2022.
IRS Releases Final Regulations on SECURE 2.0 Catch-Up Provisions
The Internal Revenue Service has issued final regulations providing guidance for employers regarding new provisions on catch-up contributions as permitted by the SECURE 2.0 Act of 2022.
ESOP Proposals Clear Senate HELP Committee
The Senate Health, Education, Labor and Pensions Committee unanimously advanced two bills to strengthen Employee Stock Ownership Plans.
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