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Regulatory and Legislative
Senate Proposals to Roll Back ESG Investing and Require Notice for Brokerage Windows Under ERISA Introduced
Senator Bill Cassidy (R-LA) has reintroduced S. 3086, the Restoring Integrity in Fiduciary Duty Act.
Regulatory and Legislative
PBGC Updates Maximum Guarantee Table for 2026
The Pension Benefit Guarantee Corporation (PBGC) has updated its table titled, “Present Value of PBGC Maximum Guarantee.”
Regulatory and Legislative
IRS Announces Deadline Relief for Typhoon Halong in Alaska
The IRS has announced the postponement of certain tax-related deadlines for victims of Typhoon Halong until May 1, 2026.
Regulatory and Legislative
IRS Issues Draft 2025 Publication 590-A
The Internal Revenue Service has released a draft 2025 tax year Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs).
Regulatory and Legislative
IRS Announces Deadline Relief for Lake Traverse Reservation Flooding in ND and SD
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for North Dakota and South Dakota victims of severe storms and flooding.
Regulatory and Legislative
Prime Interest Rate Decreased to 7.00 Percent
Effective October 29, 2025, the prime interest rate was lowered from 7.25 percent to 7.00 percent.
Regulatory and Legislative
PBGC Announces 2026 Premium Rates
The Pension Benefit Guarantee Corporation has determined premium rates applicable for the 2026 plan year.
Regulatory and Legislative
2026 Taxable Wage Base Announced
The Social Security Administration has issued the 2026 adjustments for benefits and certain other limitations that are subject to annual cost-of-living adjustment indices.
Regulatory and Legislative
IRS Releases Draft Form 5330
The Internal Revenue Service has issued an updated draft Form 5330, Return of Excise Taxes Related to Employee Benefit Plans.
Press Releases
FuturePlan by Ascensus Adds New Regional Vice President to Sales Team
FuturePlan by Ascensus has announced the appointment of a new Regional Vice President, Sales Consultant, Patty Miller, to the FuturePlan team.