Regulatory And Legislative
The latest updates
Regulatory and Legislative
How IRS Notice 2024-35 Affects Beneficiaries
IRS Notice 2024-35 states that final RMD regulations, when released, are anticipated to apply no earlier than the 2025 distribution calendar year.
Regulatory and Legislative
DOL Amendment to Abandoned Plan Program Has Left OMB
Department of Labor guidance titled “Amendment of Abandoned Plan Program” that has been with the Office of Management and Budget since last July, has left OMB.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for May
The IRS has issued Revenue Ruling 2024-09, which contains the applicable federal rates (AFR) for May 2024.
Regulatory and Legislative
How IRS Notice 2024-35 Affects Beneficiaries
IRS Notice 2024-35 states that final RMD regulations, when released, are anticipated to apply no earlier than the 2025 distribution calendar year.
DOL Amendment to Abandoned Plan Program Has Left OMB
Department of Labor guidance titled “Amendment of Abandoned Plan Program” that has been with the Office of Management and Budget since last July, has left OMB.
IRS Announces Applicable Federal Rates for May
The IRS has issued Revenue Ruling 2024-09, which contains the applicable federal rates (AFR) for May 2024.
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.
DOL Releases Proposed Retirement Savings Lost and Found Information Collection
The Department of Labor is proposing to collect information in order to establish the Retirement Savings Lost and Found online searchable database described in Section 523 of ERISA as amended by Section 303 of SECURE 2.0.
How Do You Select the Right TPA?
From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.
Use our guide to ask the right questions
Insights and Perspectives
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
Selling Beyond the 401k: Part Two of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.
Prospecting in 10 Minutes a Day on LinkedIn
With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.
Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
Why 1 Million Visitors Love my.FuturePlan
Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.
