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.
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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.
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.
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.
Trump Account Investment Rule Clears OMB
The Office of Management and Budget concluded its review of a proposed rule, Eligible Investments for Trump Accounts under Section 530A, from the Department of Treasury.
Treasury Reveals Investment Lineup for Trump Accounts
The Department of Treasury has announced selected investment options for Trump accounts.
Home Savings Account Proposed in House
Representative Scott Perry (R-PA) has introduced H.R. 9480, to encourage savings for home purchases.
SAFE Banking Act Reintroduced
Representative Dave Joyce (R-OH) has introduced H.R. 9471, the SAFE Banking Act.
IRS Announces Trump Account Transfer Tax Safe Harbor
The Internal Revenue Service has released Revenue Procedure 2026-25, providing guidance on the applicability of gift, estate, or generation-skipping transfer tax liability for individuals making contributions to Trump accounts.
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.
DOL Provides Guidance on Employer Involvement with Trump Accounts
The Department of Labor has issued Technical Release 2026-02.
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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