News

Retirement Plan Disaster Assistance May Be Available for Oregon

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 28, 2023, for Oregon severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

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.

FuturePlan

Cash Balance

Retirement Plan Disaster Assistance May Be Available for Iowa Flooding

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 25, 2023, for Iowa flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

DOL Extending Grace Period for EFAST2 Using Login.gov

The Department of Labor’s (DOL) Employee Benefits Security Administration has announced that it will extend the grace period to obtain new Login.gov credentials for the EFAST2 filing system until December 31, 2023.

FuturePlan ERISA Team

DOL

IRS

Retirement Plan Disaster Assistance May Be Available for Colorado Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 25, 2023, for Colorado severe storms, flooding, and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Provides Catch-Up Guidance Under SECURE 2.0

The IRS has issued Notice 2023-62 to address stakeholder concerns regarding implementation of Section 603 of the SECURE 2.0 Act.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

SECURE 2.0

Retirement Plan Disaster Assistance May Be Available for Alaska Flooding

The Federal Emergency Management Agency issued a disaster declaration on August 23, 2023, for Alaska flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Announces Deadline Relief for Hawaii

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

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

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.

FuturePlan

Safe Harbor

Retirement Plan Disaster Assistance May Be Available for Tennessee

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 17, 2023, for Tennessee severe storms and straight-line winds. 

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Defined Benefit Plan

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