News

Retirement Plan Disaster Assistance May Be Available for Nebraska Severe Winter Storm

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for Nebraska severe winter storm and straight-line winds.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for West Virginia Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for West Virginia severe storms, flooding, landslides, and mudslides.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for Maine Severe Winter Storm

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for Maine severe winter storm.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

IRA

Retirement Plan Disaster Assistance May Be Available for Iowa Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for Iowa severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for Kentucky

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 22, 2024, for Kentucky severe storms, straight-line winds, tornadoes, landslides, and mudslides.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRS

IRS Guidance

Retirement Plan Disaster Assistance May Be Available for West Virginia

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 22, 2024, for West Virginia severe storms, straight-line winds, tornadoes, flooding, landslides, and mudslides.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRS

IRS Guidance

DOL Releases Final Investment Advice Fiduciary Rule

The Department of Labor recently released a regulatory package that includes a final amendment (the Retirement Security Rule) to the regulations that define what constitutes an investment advice fiduciary.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Fiduciary Issues

HSA

IRA

IRS

Washington Pulse

Disaster Assistance May Be Available for Texas Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 17, 2024, for Texas severe storms, straight-line winds, tornadoes, and flooding.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

IRS

IRS Guidance

IRS Announces Deadline Relief for Iowa Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of Iowa severe storms and tornadoes.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

IRS

IRS Guidance

Updated Yield Curves and Segment Rates for DB Plans

The Internal Revenue Service has issued Notice 2024-40, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

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