IRS Issues 2025 Required Amendments List for Qualified and 403(b) Plans
The Internal Revenue Service released Notice 2025-60, 2025 Required Amendments List for Qualified and Section 403(b) Plans.
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The latest updates
FuturePlan Launches PATH PEP in Collaboration with Voya Financial, Bringing Institutional Retirement Capabilities to the Mid- and Large-Market
New pooled employer plan brings open investment architecture and institutional governance to the mid- and large-market
FuturePlan by Ascensus Names David Gunning as Vice President, Sales Consultant for New England
Driving New England growth through independent, advisor-focused retirement solutions.
FuturePlan by Ascensus Adds Ryan Moore as Regional Vice President to Strengthen Advisor Partnerships
Veteran advisor partner strengthens FuturePlan’s independent, client-focused approach across Los Angeles, the surrounding areas, and Hawaii.
Bill to Improve Gig Worker Access to Retirement Introduced
Senator Bill Cassidy (R-LA) has introduced S. 2217, the Independent Retirement Fairness Act.
IRS Provides Further RMD Transition Relief Under the SECURE Act
The IRS has issued Notice 2024-35 to provide additional transition relief for certain specified RMDs for 2024.
IRS Provides Additional RMD Transition Relief Under SECURE, SECURE 2.0
The IRS has issued Notice 2023-54 to provide transition relief for required minimum distributions in connection with the change in required beginning date to age 73 under SECURE 2.0, and guidance for certain specified RMDs for 2023.
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