News

DOL Sends Fiduciary Rule to OMB

The Department of Labor has sent a proposed rule titled “Retirement Security” to the Office of Management and Budget.

FuturePlan ERISA Team

DOL

IRA

Defined Benefit Plan

Defined Contribution Plan

Several Amendments to ERISA Proposed in House

Several bills have been introduced in the House of Representatives that would make amendments to the Employee Retirement Income Security Act of 1974 (ERISA).

FuturePlan ERISA Team

Legislative updates

Fiduciary Issues

Defined Contribution Plan

Defined Benefit Plan

Deadline Relief for South Carolina Taxpayers Impacted by Idalia

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of Idalia in South Carolina.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

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

The Federal Emergency Management Agency issued a disaster declaration on September 5, 2023, for Maine severe storm and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Tennessee Severe Storms

The Federal Emergency Management Agency issued a disaster declaration on September 4, 2023, for Tennessee severe storms and straight-line winds.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

Plan Sponsors May Be Able to Ignore 8955-SSA Late Filing Letters

The IRS has announced that plan sponsors who timely filed complete Forms 8955-SSA do not need to respond to CP 283-C penalty notices dated prior to September 1, 2023.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

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.

FuturePlan

Technology

Retirement Plan Disaster Assistance May Be Available for Florida Hurricane Idalia

The Federal Emergency Management Agency issued a disaster declaration on August 31, 2023, for Florida Hurricane Idalia.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

IRS Announces Deadline Relief for Florida

The IRS has announced the postponement of certain tax-related deadlines for victims of Idalia.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

IRS Announces Deadline Relief for Victims of Flooding in Alaska

The IRS has announced the postponement of certain tax-related deadlines for victims of flooding in Alaska.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

No Results