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 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 Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2026-65, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
PBGC Posts 2027 Premium Rates
The Pension Benefit Guaranty Corporation has determined premium rates applicable for the 2027 plan year in accordance with indexing rules provided in ERISA Section 4006.
IRS Announces Tax Deadline Relief for Several Storms
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for weather-related events in Alabama, Florida, New Mexico, Wisconsin, Ohio, Nebraska, and West Virginia.
PBGC Updates Interest Assumptions for Valuing Benefits for Q4 2026
The Pension Benefit Guaranty Corporation has issued a final rule updating interest assumptions under the asset allocation regulation for plans with valuation dates in the fourth quarter of 2026.
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.
IRS Posts Updated Draft Instructions for Benefit Plan Determinations
The Internal Revenue Service has issued draft instructions for Form 5300, Application for Determination for Employee Benefit Plans.
IRS Obsoletes Several Guidance Items
The Internal Revenue Service has released Notice 2026-58, eliminating extraneous and unnecessary items by identifying and obsoleting 71 Revenue Rulings, Revenue Procedures, Notices and Announcements that were previously published.
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