futureplan erisa team

Deadline Relief for Arkansas Storm Victims

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

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

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

DOL Releases Form 5500 Revisions for Multiple-Employer Plans

It specifically revises the Form 5500 and Form 5500-SF instructions for the 2021 reporting year for multiple-employer plans.

FuturePlan ERISA Team

DOL

Defined Contribution Plan

IRS Releases PCORI Fees for Health Insurance Policy

The IRS has issued Notice 2022-04, providing the adjusted applicable dollar amount to be multiplied by the average number of covered lives.

FuturePlan ERISA Team

Health and Welfare

IRS Posts 2021 Instructions for Form 5330

The IRS has issued the 2021 version of detailed Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans.

FuturePlan ERISA Team

Health and Welfare

Forms and Publications

Retirement

Employer

IRS Posts 2022 Instructions for Form 1042-S

The IRS has posted the 2022 tax year detailed Instructions for Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding.

FuturePlan ERISA Team

Government Savings

Forms and Publications

Retirement

Employer

Savings

Individual

DOL Issues “Supplemental Statement” to 2020 Information Letter

The Department of Labor’s Employee Benefit Security Administration (EBSA) has issued a supplemental statement to a June 2020 Information Letter.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Fiduciary Issues

IRS Posts 2021 Form 8889 for HSA Reporting

The IRS has posted the 2021 tax year Form 8889, Health Savings Accounts (HSAs).

FuturePlan ERISA Team

Forms and Publications

Health and Welfare

IRS Issues Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2022-2, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

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