IRS Issues Rollover Guidance Under SECURE 2.0
The IRS has issued Notice 2026-49, providing rollover guidance in accordance with section 324 of SECURE 2.0.
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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 Taxpayers Impacted by Mississippi Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Mississippi affected by Tropical Storm Arthur that began on June 18, 2026.
IRS Announces Deadline Relief for Taxpayers Impacted by West Virginia Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Lewis and Upshur counties in West Virginia.
IRS Releases Draft Form 5329
The Internal Revenue Service has posted 2026 draft Form 5329.
IRS Posts 2027 Draft Forms W-4P, W-4R
The Internal Revenue Service has released the 2027 draft Form W-4P and 2027 draft Form W-4R.
IRS To Issue Cycle 4 Opinion Letters Soon
The Internal Revenue Service has issued Announcement 2026-15, indicating that it intends to issue opinion letters for defined contribution pre-approved plans updating qualification requirements under Cycle 4.
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.
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.
IRS Releases 2026 Draft Instructions for Form 8889, HSA Reporting
The Internal Revenue Service (IRS) has posted 2026 tax year draft Instructions for Form 8889, Health Savings Accounts.
Treasury Reveals Investment Lineup for Trump Accounts
The Department of Treasury has announced selected investment options for Trump accounts.
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.
Automatic Enrollment Final Rule at OMB
The final rule reflects statutory changes introduced by the SECURE 2.0 Act of 2022.
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.
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