The latest updates
The IRS has requested comments on spousal, annuity rights for in-kind 403(b) distributions of terminating plans.
The IRS has published final regulations updating life expectancy tables that are used for required minimum distributions (RMDs) and for other purposes.
The IRS has posted Notice 2020-81, guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
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
COVID-19 Resources and Regulatory Updates
COVID-19 has transformed the way we do business for the foreseeable future. Find out more about FuturePlan’s response, resources for small businesses and the latest regulatory updates.