News

FuturePlan Expands National Sales Team

Levi Ethington and Cassidy Myrick Join FuturePlan to Support Regional Sales Initiatives

FuturePlan

Corporate Culture

Retirement Plan Disaster Assistance May Be Available for California Severe Storm and Flooding

The Federal Emergency Management Agency issued a disaster declaration on February 19, 2024, for California severe storm and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

IRS Announces Deadline Relief for Michigan Severe Storms, Tornadoes, and Flooding

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, tornadoes and flooding in Michigan.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

Proposal Would Expand Medical Expense Coverage for Caregivers

Representatives Vern Buchanan (R-FL) and Mike Thompson (D-CA) have introduced H.R. 7222, the Lowering Costs for Caregivers Act. 

FuturePlan ERISA Team

Legislative updates

HSA

IRS Announces Applicable Federal Rates for March

The IRS has issued Revenue Ruling 2024-04, which contains the applicable federal rates (AFR) for March 2024.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The Internal Revenue Service (IRS) has issued Notice 2024-24 on defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRS Announces Deadline Relief for West Virginia

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, flooding, landslides, and mudslides in West Virginia.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Legislative updates

IRS Announces Second Phase of Pre-Examination Compliance Pilot

The IRS, in an Employee Plans News release, announced it has started the second phase of its pre-examination retirement plan compliance program pilot.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plans

Representative Neal Introduces Automatic IRA Act of 2024 Bill

Representative Richard Neal (D-MA), House Ways and Means Committee Ranking Member, has introduced the Automatic IRA Act of 2024.

FuturePlan ERISA Team

Legislative updates

IRA

Deadline Relief for Maine Severe Storms and Flooding

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of severe storms and flooding in Maine.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

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