defined benefit plan

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

IRS Issues Required Amendments List

The IRS has released Notice 2021-64 containing the 2021 required amendments list.

FuturePlan ERISA Team

IRS Guidance

IRS

Defined Benefit Plan

Defined Contribution Plan

Help your clients put more jingle in their pockets this season

Dedicated DB is the leading national third-party administrator of Defined Benefit plans for 1-10 employee companies.

Richard Collins

Defined Benefit Plan

Micro businesses

Cash Balance

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

Updated Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2021-60, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

Retirement

Employer

Defined Benefit Plan

IRS Issues Guidance on Funding Relief for Multiemployer DB Plans

The IRS has released Notice 2021-57, providing guidance for multiemployer defined benefit (DB) plans receiving funding relief under the American Rescue Plan Act of 2021.

FuturePlan ERISA Team

COVID-19

Defined Benefit Plan

IRS Guidance

Updated Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2021-54, which contains updated guidance on factors used in certain DB pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

Retirement

Employer

Defined Benefit Plan

PBGC Issues Interest Rate Assumptions for DB Plans

The PBGC has issued updated interest rate assumptions for benefit payments in terminating single-employer DB pension plans.

FuturePlan ERISA Team

Retirement

Employer

Defined Benefit Plan

DOL Releases Proposed Revisions to Form 5500 Reporting

The DOL’s EBSA, in conjunction with the IRS and PBGC, have released proposed forms revisions modifying requirements for Form 5500, Annual Return/Report of Employee Benefit Plan, reporting.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

SECURE Act

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