ira

Congressional Leaders Inform Treasury on SECURE 2.0 Technical Fixes

Congressional leadership from the House Committee on Ways and Means and the Senate Committee on Finance have sent a letter to officials at the Treasury Department.

FuturePlan ERISA Team

SECURE 2.0

Defined Contribution Plan

IRA

Legislative updates

SECURE 2.0 Provides New Ways to Take Penalty-Free Distributions

The SECURE 2.0 Act provides more ways for individuals to access their retirement savings and creates new exceptions to the 10% early distribution penalty tax.

FuturePlan ERISA Team

SECURE 2.0

IRA

Defined Contribution Plan

Defined Benefit Plan

Legislative updates

SECURE 2.0 Adds New Penalty-Free Distribution Option for Certain Emergency Expenses

This infographic is part of a multi-part series that describes the penalty-free distribution options created by SECURE 2.0

FuturePlan ERISA Team

SECURE 2.0

IRA

Defined Contribution Plan

Legislative updates

Disaster Assistance May Be Available for Tennessee Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on May 17, 2023, for Tennessee severe thunderstorms and possible strong tornadoes, for the incident period of March 1, 2023 – March 3, 2023.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

Retirement Plan Disaster Assistance May Be Available for Alabama Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on May 5, 2023, for severe storms, straight-line winds and tornadoes in Alabama.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Deadline Relief for California Severe Winter Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storms, straight-line winds, flooding, landslides, and mudslides in California.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

Disaster Assistance May Be Available for Florida Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 27, 2023, for severe storms, tornadoes, and flooding in Florida.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

IRA

Disaster Assistance May Be Available for Nevada Severe Winter Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration for severe winter storms, flooding, landslides, and mudslides in Nevada.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

IRA

Disaster Assistance May Be Available for Oklahoma Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 24, 2023, for Oklahoma severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

Deadline Relief for Oklahoma Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornadoes in Oklahoma.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

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