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.
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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 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.
IRS Posts 2025 Form 5329 for Savings Arrangement Excise Tax Reporting
The Internal Revenue Service has posted Instructions for Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, for 2025.
IRS Posts 2025 Form 5329
The Internal Revenue Service (IRS) has posted 2025 Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.
IRS Releases 2025 “Saver's Credit” Form
The IRS has finalized the 2025 Form 8880, Credit for Qualified Retirement Savings Contributions.
IRS Posts Draft 2025 "Saver's Credit" Form
The IRS has posted another draft 2025 Form 8880, Credit for Qualified Retirement Savings Contributions.
President Signs Tax Bill
President Trump signed into law tax legislation known as the ‘One Big Beautiful Bill Act’ on July 4th.
2025 Tax Bill Provides Key Changes for Savers
Congress passed the tax bill known as the One Big Beautiful Bill Act (OBBBA) on July 3, 2025.
Senate Releases Draft of Tax Bill
The Senate Finance committee released bill text for inclusion in the Senate’s version of the budget reconciliation bill yesterday.
House Passes Reconciliation Tax Bill
The House of Representatives has passed their version of the reconciliation tax bill—H.R. 1, the One Big Beautiful Bill Act—by a vote of 215-214.
Tax Bill Passes out of Committee
The House Committee on Ways and Means has approved their tax package out of committee by a party line vote of 26-19 following a markup hearing.
House Releases Proposed Tax Bill
The House Committee on Ways and Means has released draft text of a budget bill and a section by section summary ahead of a full committee markup of the bill scheduled today.
Proposal Introduced to Allow Catch-Ups for Family Caregivers
Representative Brittany Pettersen (D-Co), and co-sponsor Maria Salazar (R-FL), have introduced H.R. 9764, the Catching Up Family Caregivers Act. According to a press release, the bill would allow family caregivers to make catch-up contributions to employer-sponsored retirement plans, an option typically reserved for those over age 50. For every year they are out of the workforce, caregivers could be eligible for an additional year of catch-up contributions, up to a maximum of five years.
Child Savings Account Proposal Introduced
Senator Bob Casey (D-PA) and several co-sponsors have introduced S. 3716, the 401Kids Savings Account Act.
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