ira

Deadline Relief for Alabama Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms and flooding in Alabama.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Deadline Relief for Illinois Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornados in Illinois.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

IRS Issues Deadline Relief for Kentucky Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for Kentucky victims of severe storms, flooding, and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

IRA

IRS Issues Draft Instructions for Reporting of Qualified Disaster Distributions

The IRS has provided draft Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

Build Back Better Bill Passes House, Moves to Senate

The House of Representatives passed the Build Back Better bill. The House-passed version of the bill contains several IRA provisions.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Legislative updates

President Signs Infrastructure Bill Into Law

The President has signed into law the Infrastructure Investment and Jobs Act.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRA

Legislative updates

Prevailing Wage

Infrastructure Bill Heads to President for Signature

The much-anticipated Infrastructure Investment and Jobs Act (the Act) has passed the House of Representatives months after its approval in the Senate.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRA

Legislative updates

IRS Postpones Requirement to Use Updated Forms W-4P and W-4R

The IRS has issued a fourth draft of the 2022 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments.

FuturePlan ERISA Team

IRS

IRA

2022 Retirement Savings Limitations Released

The IRS has issued Notice 2021-61, which contains the following 2022 retirement savings limitations.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

Deadline Relief for Hurricane Ida Victims in Connecticut

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in Connecticut.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

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