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