News

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. 

August 25 2025

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. 

August 19 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. 

August 19 2025

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. 

August 18 2025

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The Department of Labor has rescinded a 2021 supplemental statement issued by the Biden administration that discouraged fiduciaries from considering alternative assets in 401(k) investment lineups.  

August 14 2025

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. 

August 13 2025

Regulatory and Legislative

Illinois Amends Auto-IRA Program

Governor J.B. Pritzker has signed into law amendments to the Illinois Secure Choice program. 

August 11 2025

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.

August 11 2025

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. 

August 07 2025

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. 

August 06 2025
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