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Retirement Plan Disaster Assistance May Be Available for Indiana Storms

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on August 25, 2026, for Indiana severe storms, straight-line winds, tornadoes, and flooding, for the incident period of August 11, 2026, and continuing.
Defined benefit plan Defined contribution plan IRA IRS

IRS Announces Deadline Relief for Taxpayers Impacted by Nebraska Wildfires

The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Nebraska affected by wildfires that began on March 12, 2026, and April 22, 2026.
Defined benefit plan Defined contribution plan IRA IRS

IRS Announces Applicable Federal Rates for September

The Internal Revenue Service (IRS) has issued Revenue Ruling 2026-17 which contains the applicable federal rates (AFR) for September 2026.
Defined benefit plan Defined contribution plan IRA IRS

Treasury Provides Investment Guidance on Trump Accounts

The Department of Treasury and Internal Revenue Service (IRS) have released a proposed rule governing eligible investments for Trump accounts.
IRA IRS IRS Guidance

IRS Proposes Changes to DB Minimum Funding Rules

The Internal Revenue Service (IRS) has released proposed rule, Determination of Target Normal Cost and Funding Target for Single-Employer Defined Benefit Plans.
Defined benefit plan IRS

Ascensus Announces Next Chapter of Growth in a New Partnership between Stone Point Capital and Genstar Capital

A leading independent provider of savings solutions and technology enters its next phase with expanded scale and capabilities
News Releases

IRS Issues Rollover Guidance Under SECURE 2.0

The Internal Revenue Service (IRS) has issued Notice 2026-49, providing rollover guidance in accordance with section 324 of SECURE 2.0. Section 324 directed the Treasury and IRS to develop and issue guidance to simplify, standardize, and expedite rollovers to eligible retirement plans and trustee‑to‑trustee transfers from IRAs.
Defined benefit plan Defined contribution plan IRA IRS IRS Guidance

PBGC Comments on FASB Market-Return Cash Balance Proposal

The Pension Benefit Guaranty Corporation (PBGC) has submitted comments to the Financial Accounting Standards Board (FASB) regarding topic 715-30, Discount Rate Used to Measure the Benefit Obligation for Certain Market-Return Cash Balance Plans.
Defined benefit plan

Trump Account Employer Contribution Guidance Released

A proposed rule by the Department of Treasury and IRS addressing Trump account employer contributions and associated nondiscrimination testing requirements has been released. One of the features of Trump accounts passed into law last year under the One Big Beautiful Bill Act, is the ability for employers to make Section 125 employer contributions up to $2,500 (indexed) to a Trump account established for an employee or their dependent, under a separate written plan of the employer.
IRA IRS Guidance IRS