- Resources
- News Articles
Regulatory and Legislative
ESOP Proposal Introduced in House
Representative Rick Allen (R-GA) has introduced the Retire through Ownership Act.
Regulatory and Legislative
IRS Posts Updated Draft 2025 “Saver’s Credit” Form
The Internal Revenue Service has posted a revised draft 2025 Form 8880, Credit for Qualified Retirement Savings Contributions.
Regulatory and Legislative
IRS Releases Updated Draft 2025 Form 990-T
The Internal Revenue Service has released an updated 2025 tax year draft Form 990-T, Exempt Organization Business Income Tax Return.
Press Releases
New FuturePlan Cash Balance Outlook and Trends Report Sees Cash Balance Plans Surge 1025% Over Two Decades, Surpassing $1 Trillion in Assets and 9.5M Savers
Small businesses—now accounting for 56% of cash balance plans—and companies in California and New York lead the charge.
Regulatory and Legislative
IRS Releases Draft Publication 575
The Internal Revenue Service has released the draft 2025 tax-year Publication 575, Pension and Annuity Income.
Regulatory and Legislative
IRS Releases Draft 2026 Tax Year Form 5498
The IRS has posted a draft 2026 tax year Form 5498, IRA Contribution Information.
Regulatory and Legislative
IRS Releases Draft Form for Reporting Coverdell ESA Contributions
The IRS has issued draft Form 5498-ESA, Coverdell ESA Contribution Information.
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.