defined contribution plan

DOL Issues RFI

The Department of Labor has published a RFI seeking what actions, if any, the department should take to protect retirement savings from risks associated with climate change.

FuturePlan ERISA Team

DOL

Defined Benefit Plan

Defined Contribution Plan

PBGC’s 2022 Inflation Adjustments for Civil Penalties

The PBGC has published inflation-adjusted penalty amounts for failure to provide certain notices or other material information.

FuturePlan ERISA Team

Defined Contribution Plan

IRS Issues Deadline Relief for Tennessee Storm Victims

The IRS postpones certain tax-related deadlines for Tennessee storm victims.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

HSA

Defined Contribution Plan

IRS Announces Applicable Federal Rates for February 2022

The IRS has issued the applicable federal rates for February 2022.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

IRS Guidance on SEPPs from QRPs

IRS’s guidance on whether periodic payments from an individual account under a qualified retirement plan are considered a series of substantially equal periodic payments.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

New Retirement Payment Withholding Procedure is (Finally) Final

Tax payers and individuals will have a new process for calculating and electing federal income tax withholding on retirement distributions.

FuturePlan ERISA Team

IRS

IRS Guidance

Washington Pulse

IRA

Defined Contribution Plan

Deadline Relief for Washington Flooding and Mudslide Victims

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

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

April 18 is IRS Tax Filing Deadline for Most Filers

The IRS has announced that tax filing season will begin on January 24, 2022.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

HSA

IRS Releases 2022 Forms W-4P and W-4R

The IRS has released the 2022 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments and 2022 Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Deadline Relief for Colorado Wildfire Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of wildfires and straight-line winds in Colorado.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

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