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.
PBGC Comments on FASB Market-Return Cash Balance Proposal
The Pension Benefit Guaranty Corporation has submitted comments to the Financial Accounting Standards Board regarding topic 715-30.
IRS Announces Deadline Relief for Taxpayers Impacted by Mississippi Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Mississippi affected by Tropical Storm Arthur that began on June 18, 2026.
IRS Announces Deadline Relief for Taxpayers Impacted by West Virginia Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Lewis and Upshur counties in West Virginia.
IRS To Issue Cycle 4 Opinion Letters Soon
The Internal Revenue Service has issued Announcement 2026-15, indicating that it intends to issue opinion letters for defined contribution pre-approved plans updating qualification requirements under Cycle 4.
Retirement Plan Disaster Assistance May Be Available for Several Disasters
The Federal Emergency Management Agency issued Major Disaster Declarations on August 3 for storms in Nebraska, Missouri, Mississippi, and West Virginia.
SAFE Banking Act Reintroduced
Representative Dave Joyce (R-OH) has introduced H.R. 9471, the SAFE Banking Act.
New ESG Proposed Rule at OMB
The Office of Management and Budget received a proposed rule, Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights, from the Department of Labor.
Sonderling Nominated as Secretary of Labor
President Trump announced the nomination of Keith Sonderling as the Secretary of Labor, following the departure of Lori Chavez-DeRemer, who stepped down in April.
PBGC Updates Interest Assumptions for Valuing Benefits for Q3 2026
The Pension Benefit Guarantee Corporation has issued a final rule updating interest assumptions under the asset allocation regulation for plans with valuation dates in the third quarter of 2026.
House Passes Bill to Protect Seniors' Savings
H.R. 2478, the Financial Exploitation Prevention Act, would enable “an open-end investment management company” to delay a transaction if a transfer agent suspects exploitation of an individual.
IRS Posts 2026 Forms 1099-R, 5498, and Instructions
The Internal Revenue Service has posted 2026 tax year Instructions for Forms 1099-R and 5498 along with Form 1099-R and Form 5498.
IRS Releases Draft Instructions for 2026 Forms 1099-R, 5498
The Internal Revenue Service has posted 2026 tax year Instructions for Forms 1099-R and 5498.
IRS Announces Deadline Relief for Montana Taxpayers Impacted by Severe Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in the Crow Tribe, Fort Peck Assiniboine and Sioux Tribes of Montana.
IRS Announces Deadline Relief for Taxpayers Impacted by Arizona Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in the San Carlos Apache Tribe in Arizona.
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