IRS Updates Specifications for Filing Form 8955-SSA
The Internal Revenue Service has released the 2025 tax year Publication 4810.
Expertise and Tools for a Competitive Edge
Tailored insights and powerful tools provide the expertise to uncover opportunities, strengthen client solutions, and achieve better outcomes.
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.
Retirement Plan Disaster Assistance May Be Available for Several Disasters
The Federal Emergency Management Agency issued Major Disaster Declarations on May 29 for several storms.
Form 5500 Simplification Act Clears House Committee
The Form 5500 Simplification Act (H.R. 7362), introduced by Representatives Glenn Grothman (R-WI) and Don Norcross (D-NJ), passed out of the House Committee on Education & Workforce by a vote of 22-12.
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.
IRS Announces Applicable Federal Rates for April (1)
The Internal Revenue Service has issued Revenue Ruling 2026-11 which contains the applicable federal rates for June 2026.
IRS Updates Yield Curves and Segment Rates for DB Plans
The Internal Revenue Service has issued Notice 2026-31, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
IRS Issues 2026 Cumulative List of Changes for Pre-Approved DB Plans
The Internal Revenue Service has issued Notice 2026-34 which includes the Cumulative List of Changes for Pre-Approved Defined Benefit Plans.
PBGC Launches Webpage for Practitioners
The Pension Benefit Guaranty Corporation has launched a new webpage that it says is designed specifically to support the practitioner community.
IRS Announces Deadline Relief for Taxpayers Impacted by Wildfires in Southeast Georgia
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in parts of Southeast Georgia that were affected by wildfires and straight-line winds that began on April 18, 2026.
IRS Announces Deadline Relief for Taxpayers Impacted by Super Typhoon Sinlaku
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of Super Typhoon Sinlaku until November 2, 2026.
SEC Issues Staff Statement Regarding Pooled Employer Plans
The Securities and Exchange Commission has issued a staff interpretation that addresses the use of collective investment trusts in pooled employer plans.
Executive Order Issued to Promote Retirement Savings Access
President Trump has issued an Executive Order that will establish a marketplace website for private-sector IRAs to provide a solution for workers without access to an employer-sponsored retirement plan.
IRS Publishes 2027 Mortality Tables for DB Plans
The Internal Revenue Service has released Notice 2026-27, updating the static mortality tables for defined benefit plans for 2027.
Bill Proposes EBSA Reporting Requirements
Senators Bill Cassidy (R-LA) and Jim Banks (R-IN) have introduced the Investigation Status and Governance for Honest Transparency (INSIGHT) Act.
Proxy Reform Proposal Clears House Committee
A bill re-introduced by Representative Bryan Steil (R-WI), titled the Protecting Americans' Retirement Savings From Politics Act, has cleared the House Financial Services Committee by a vote of 27-24.
How Do You Select the Right TPA?
From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.
Use our guide to ask the right questions