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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
Press Releases Partnerships News Articles

FuturePlan by Ascensus Names David Gunning as Vice President, Sales Consultant for New England

Driving New England growth through independent, advisor-focused retirement solutions.
Press Releases Corporate Culture News Articles

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.
Press Releases Corporate Culture News Articles
IRA

Treasury Announces Access to Trump Accounts for Foster Children

Treasury Secretary Scott Bessent and First Lady Melania Trump unveiled a new policy initiative designed to “strengthen financial security and opportunity for young Americans in foster care”.
Regulatory and Legislative IRA IRS News Articles

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.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA IRS News Articles

Treasury Announces Launch of Trump Accounts App

The Treasury Department has announced the launch of the Trump Accounts mobile app.
Regulatory and Legislative IRA IRS News Articles

IRS Provides Alternative Method for Nonbank Trustee Rule Compliance

The Internal Revenue Service has issued Notice 2026-32, titled “Alternative Method for Carrying Broker-Dealers to Comply with Certain Nonbank Trustee Rules”.
Regulatory and Legislative IRA IRS News Articles

Philadelphia to Implement Auto-IRA Program

Philadelphia voters have approved a ballot measure that is expected to establish the nation's first city-run auto-IRA program.
Regulatory and Legislative IRA Legislative update News Articles

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.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA IRS News Articles

Sooner State to Provide Trump Account Contributions to Oklahoma Kids

A bill signed into law by Oklahoma Governor Kevin Stitt would provide an additional Trump account contribution for Oklahoma kids.
Regulatory and Legislative IRA IRS News Articles

IRS Issues Draft Instructions for Form 5498-TA

The Internal Revenue Service has posted draft Instructions for Form 5498-TA, Trump Account Contribution Information.
Regulatory and Legislative IRA IRS News Articles

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.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA IRS News Articles

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.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA IRS News Articles

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.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA IRS News Articles

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.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA Legislative update News Articles

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.
Regulatory and Legislative IRA Legislative updates News Articles

IRS Announces Applicable Federal Rates for May (1)

The Internal Revenue Service has issued Revenue Ruling 2026-09 which contains the applicable federal rates for May 2026.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA IRS News Articles

DOL Confirms Proxy Advisors May Be Investment Advice Fiduciaries

The Department of Labor announced that it has issued Technical Release 2026-01.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA IRS News Articles

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