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Regulatory and Legislative
IRS Releases 2025 Draft Instructions for Form 8889, HSA Reporting
The IRS has posted 2025 tax year draft Instructions for Form 8889, Health Savings Accounts.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for September
The Internal Revenue Service has issued Revenue Ruling 2025-17 which contains the applicable federal rates for September 2025.
Regulatory and Legislative
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2025-43, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
Regulatory and Legislative
PBGC Issues Final Rule on Miscellaneous Provisions
The Pension Benefit Guarantee Corporation has issued a final rule providing minor clarifications and improvements to several miscellaneous provisions.
Regulatory and Legislative
DOL Rescinds 2021 Supplemental Statement on Alternative Assets In 401(K) Plans
The Department of Labor has rescinded a 2021 supplemental statement issued by the Biden administration that discouraged fiduciaries from considering alternative assets in 401(k) investment lineups.
Press Releases
FuturePlan by Ascensus Appoints Two New Regional Vice Presidents to National Sales Team
FuturePlan by Ascensus announced today the recent appointment of two new regional vice president, sales consultants to the FuturePlan sales team.
Regulatory and Legislative
Illinois Amends Auto-IRA Program
Governor J.B. Pritzker has signed into law amendments to the Illinois Secure Choice program.
Regulatory and Legislative
IRS Announces Deadline Relief for West Virginia Severe Storms, Straight-line Winds, Flooding, Landslides, and Mudslides
The IRS has announced the postponement of certain tax-related deadlines for victims of West Virgina severe storms until February 26, 2026.
Regulatory and Legislative
Executive Order on Alternative Investments Issued
President Trump has issued an Executive Order aimed at increasing access to alternative investments for 401(k) and other defined contribution plans.
Press Releases
FuturePlan by Ascensus Expands Sales Leadership with Newly Created Position
FuturePlan by Ascensus has announced the appointment of Graham Foster as Sales Enablement Leader.