News

Driving New England growth through independent, advisor-focused retirement solutions. 

Experienced financial services professional to expand advisor partnerships in Houston through FuturePlan’s independent, client-focused approach. 

Veteran advisor partner strengthens FuturePlan’s independent, client-focused approach across Los Angeles, the surrounding areas, and Hawaii. 

The Federal Emergency Management Agency issued Major Disaster Declarations on May 29 for several storms. 

The Treasury Department has announced the launch of the Trump Accounts mobile app. 

The Internal Revenue Service has issued Notice 2026-33, to provide guidance on qualified long-term care distributions for long-term care insurance premiums pursuant to Section 334 of SECURE 2.0.

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

The Form 5500 Simplification Act (H.R. 7362), introduced by Representatives Glenn Grothman (R-WI) and Don Norcross (D-NJ), passed out of the House Committee on Education & Workforce by a vote of 22-12.

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

The Internal Revenue Service has issued Revenue Ruling 2026-11 which contains the applicable federal rates for June 2026.