News

DOL Issues Advisory Opinion Regarding Investment Management Fees

The Department of Labor has responded to fiduciary responsibility questions from Citigroup Inc. (Citi) related to their Racial Equity Asset Manager Program.

FuturePlan ERISA Team

DOL

Defined Contribution Plan

Fiduciary Issues

Disaster Assistance May Be Available for Vermont Severe Storms and Flooding

The Federal Emergency Management Agency issued a disaster declaration on October 6, 2023, for Vermont severe storms and flooding.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

Deadline Relief for Seawater Intrusion in Parts of Louisiana

The IRS has announced the postponement of certain tax-related deadlines for victims of seawater intrusion in parts of Louisiana.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

IRS Updates Several Model VCP Compliance Forms

In a recent issue of the Employee Plans News, the IRS has announced the update of several forms used to submit Voluntary Correction Program applications to the IRS.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRS Priority Guidance Plan Includes Retirement Items

The IRS has issued its 2023-2024 Priority Guidance Plan, in which it describes guidance projects in the current fiscal year.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Disaster Assistance May Be Available for Tennessee Severe Storms

The Federal Emergency Management Agency issued a disaster declaration on September 27, 2023, for Tennessee severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Benefit Plan

Defined Contribution Plan

Disaster Assistance May Be Available for California Tropical Storm Hilary

The Federal Emergency Management Agency issued a disaster declaration on September 27, 2023, for California Tropical Storm Hilary.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Benefit Plan

Defined Contribution Plan

Deadline Relief for Hurricane Lee in Maine

The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Deadline Relief for Hurricane Lee in Massachusetts

The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Missouri Severe Storms

The Federal Emergency Management Agency issued a disaster declaration on September 21, 2023, for Missouri severe storms, straight-line winds, tornadoes, and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Benefit Plan

Defined Contribution Plan

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