IRS Publishes 2026 Form 945 and Instructions
The Internal Revenue Service has released 2026 Form 945, Annual Return of Withheld Federal Income Tax, and correlating instructions.
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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 Strengthens New England Presence with Addition of Grant Livingston
Experienced retirement plan consultant to expand advisor partnerships and retirement plan solutions throughout Connecticut, Rhode Island, and Western Massachusetts.
IRS Proposes Rules for Employer Trump Account Contribution Programs
The Treasury Department and Internal Revenue Service have issued proposed regulations governing employer contributions to Trump accounts.
Homeownership Opportunity Act Introduced
Representatives Greg Steube (R-FL) and Jimmy Panetta (D-CA) have introduced H.R. 10944, the Homeownership Opportunity Act.
IRS Announces Tax Deadline Relief for Texas Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Texas affected by severe storms that began on July 14, 2026.
FEMA Issues Disaster Declaration for Florida Hurricane Isaias
The Federal Emergency Management Agency issued a Major Disaster Declaration on October 27, 2026, for Florida Hurricane Isaias.
IRS Posts Draft 2027 Publication 15-A
The Internal Revenue Service has released a draft 2027 tax year Publication 15-A, Employer's Supplemental Tax Guide (Supplement to Publication 15, Employer’s Tax Guide).
IRS Establishes IRA Compliance Resolution System (ICRS)
The IRS has issued Revenue Procedure 2026-33, establishing the IRA Compliance Resolution System, for correcting certain IRA failures.
IRS Announces Applicable Federal Rates for November
The Internal Revenue Service has issued Revenue Ruling 2026-21 which contains applicable federal rates for November 2026.
IRS Releases Draft 2027 Form 5498
The IRS has issued a draft 2027 Form 5498, IRA Contribution Information.
PBGC Posts FAQs on Coverage Determination or Assessment
The Pension Benefit Guaranty Corporation has posted frequently asked questions regarding PBGC coverage determination or assessment requests.
FEMA Issues Disaster Declarations for Hurricane Isaias
The Federal Emergency Management Agency issued Major Disaster Declarations on October 9, 2026, for Hurricane Isaias.
FEMA Issues Multiple Disaster Declarations
The Federal Emergency Management Agency issued multiple Major Disaster Declarations on October 7, 2026.
Retirement Plan Disaster Assistance May Be Available for Ohio Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on October 2, 2026, for Ohio severe storms.
IRS Releases 2026-2027 Priority Guidance Plan
The Department of Treasury and Internal Revenue Service have released a list guidance projects outlining priorities for the period October 1, 2026, through September 30, 2027.
Treasury Announces Trump Account Automatic Enrollment Completion
The Department of Treasury has announced the completion of automatic enrollment for Trump accounts, indicating that every eligible child under the age of 18 with a valid Social Security number now has a Trump account.
How Do You Select the Right TPA?
From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.
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