Homeownership Opportunity Act Introduced
Representatives Greg Steube (R-FL) and Jimmy Panetta (D-CA) have introduced H.R. 10944, the Homeownership Opportunity Act.
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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.
Proposal Eliminating Cap on Rollover Amounts From 529 Plans to Roth IRAs Introduced
Senator Ted Cruz (R-TX), along with cosponsor Senator Lisa Blunt Rochester (D-DE), have introduced S. 5550, to eliminate the aggregate limitation on rollovers from a 529 program to a Roth IRA.
Proposal to Increase Savers Match Introduced
Senator Ron Wyden (D-OR), ranking member of the Senate Finance Committee, has introduced the Saver's Match Enhancement Act.
Bill Introduced to Extend Time Period for Contributing Military Death Benefits to Roth IRA or ESA
Senators Richard Blumenthal (D-CT) and Tim Sheehy (R-MT) have introduced S. 5445, the GRACE for Military Survivors Act.
Born to Invest Act Introduced in House
Representatives Sharice Davids (D-KS) and Derek Schmidt (R-KS) have introduced H.R. 10490, the Born to Invest Act.
House Passes Tax Relief for Fraud Victims
H.R. 9500, the Tax Relief for Fraud Victims Act, introduced by Representatives Max Miller (R-OH) and Thomas Suozzi (D-NY), passed the House by a vote of 408-17.
ESOP Bill Passes House
The House of Representatives has passed S. 2403, the Retire through Ownership Act by a vote of 401-14.
529 Distributions for Homebuyers Proposed in Senate
Senators John Husted (R-OH) and Michael Bennet (D-CO) have introduced S. 5227, the First-Time Home Buyer Empowerment Act.
Enhanced Trump Account Enrollment for Newborns Introduced
Senators Shelley Capito (R-WV) and Jim Justice (R-WV) have introduced S. 5243, to provide for the automatic establishment of Trump accounts.
IRS Issues Notice on Saver's Match
The Internal Revenue Service (has issued Notice 2026-48, indicating that the Department of Treasury and IRS intend to issue proposed regulations regarding the Saver's Match contribution provision under SECURE 2.0.
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.
Emergency Savings Enhancement Act Clears Committee
The Emergency Savings Enhancement Act, introduced last year by Senators Cory Booker (D-NJ) and Todd Young (R-IN), and amended by Senator Bill Cassidy ahead of a hearing, cleared the Senate HELP Committee.
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.
ABLE MATCH Act Proposed in House
Representatives Debbie Dingell (D-MI) and Derek Schmidt (R-KS), have introduced H.R. 9801, the ABLE MATCH (Making Able a Tool to Combat Hardship) Act.
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