529 Distributions for Homebuyers Proposed in Senate
Senators John Husted (R-OH) and Michael Bennet (D-CO) have introduced S. 5227, the First-Time Home Buyer Empowerment Act.
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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.
Enhanced Trump Account Enrollment for Newborns Introduced
Senators Shelley Capito (R-WV) and Jim Justice (R-WV) have introduced S. 5243, to provide for the automatic establishment of Trump accounts.
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.
Retirement Simplification and Clarity Act Introduced
Senators Roger Marshall (R-KS), and Kirsten Gillibrand (D-NY), have introduced S. 5156, the Retirement Simplification and Clarity Act.
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.
Proposal to Alleviate DOL IRA Oversight Introduced
Senators John Barrasso (R-WY) and cosponsor Marsha Blackburn (R-TN) have introduced the Simplifying Modern Access to Retirement Tools for Savings Act, or SMART Savings Act.
American Dream Accounts for Home Buyers Introduced in House
Representative Aaron Bean (R-FL), has introduced H.R. 9895, the American Dream Accounts Act.
ABLE MATCH Act Proposed in House
Representatives Debbie Dingell (D-MI) and Derek Schmidt (R-KS), have introduced H.R. 9801, the ABLE MATCH (Making Able a Tool to Combat Hardship) Act.
SAFE Banking Act Reintroduced
Representative Dave Joyce (R-OH) has introduced H.R. 9471, the SAFE Banking Act.
Home Savings Account Proposed in House
Representative Scott Perry (R-PA) has introduced H.R. 9480, to encourage savings for home purchases.
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.
Bill Proposes Charitable Distributions from DC Plans
Senators Kevin Cramer (R-ND) and Chris Coons (D-DE), and Congressmen Don Beyer (D-VA) and Mike Kelly (R-PA), have introduced the bicameral, bi-partisan Charity Parity Act.
Proposal Would Make Trump Account Pilot Contributions Permanent
Representatives Adrian Smith (R-NE), along with cosponsors Blake Moore (R-UT) and Brian Jack (R-GA), have introduced H.R. 8313, the Trump Accounts for All Generations Act.
First-Time Home Buyer Accounts Proposed
Representative Nancy Mace (R-SC) has introduced H.R. 8221, the First-Time Homebuyer Savings Act in the House.
American Dream Accounts for Home Buyers Introduced
Senator Rick Scott (R-FL) has introduced S. 4026, the American Dream Accounts Act.
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