IRS Releases Draft Form 5329
The Internal Revenue Service has posted 2026 draft Form 5329.
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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.
IRS Releases 2026 Draft Instructions for Form 8889, HSA Reporting
The Internal Revenue Service (IRS) has posted 2026 tax year draft Instructions for Form 8889, Health Savings Accounts.
IRS Announces Deadline Relief for Louisiana Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for severe winter storms in the state of Louisiana until March 31, 2026.
IRS Releases 2025 Draft Publication 969
The Internal Revenue Service has posted 2025 tax year draft Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans.
IRS Announces Deadline Relief for Montana Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of severe storms and flooding in several areas of Montana until May 1, 2026.
USPS Rule Clarifies Postmark
The United States Postal Service issued a final rule effective December 24, 2025, that highlights that a postmark does not necessarily indicate the first day that the USPS had possession of the item, but rather it is often indicative of receipt at a first processing facility.
IRS Releases Instructions for HSAs and MSAs
The Internal Revenue Service has posted Instructions for Forms 1099-SA and 5498-SA.
IRS Posts Form 5498-SA for HSA, MSA Reporting
The Internal Revenue Service has released updated Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information.
IRS Announces Deadline Relief for Minnesota Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in Leech Lake Band of Ojibwe until February 2, 2026.
Additional Bills Propose Expanded HSA Usage
Senator Robert Marshall (R-KS) has introduced the Lowering Healthcare Costs for Americans Act.
IRS Releases Updated Draft Instructions for HSAs and MSAs
The Internal Revenue Service has posted new draft instructions for Forms 1099-SA and 5498-SA.
Proposal Redirecting Subsidies to HSAs Surfaces
Senators Mike Crapo (R-ID) and Bill Cassidy (R-LA) have released the Health Care Freedom for Patients Act.
IRS Issues HSA Guidance Under OBBBA
The Internal Revenue Service has issued Notice 2026-05 which provides guidance on changes relating to health savings accounts enacted under the One, Big, Beautiful Bill Act.
Senate Proposal Would Expand Use of HSAs
Senator Rand Paul (R-KY) has introduced the Health Marketplace and Savings Accounts for All Act.
IRS Posts 2025 Form 8889 for HSA Reporting
The IRS has posted the 2025 tax year Form 8889, Health Savings Accounts.
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