ira

Deadline Relief for Affected Taxpayers in Israel, the West Bank, and Gaza

The IRS has announced, in Notice 2023-71, the postponement of certain tax-related deadlines for taxpayers affected by the October 7, 2023, terroristic action in the State of Israel.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

Disaster Assistance May Be Available for Montana Flooding

The Federal Emergency Management Agency issued a disaster declaration on October 11, 2023, for Montana flooding for the incident period of June 1 – June 8, 2023.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit 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 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

Several Bills Amending ERISA Advance out of House Committee

The House Education and Workforce Committee held a mark-up of several proposals, including four bills. 

FuturePlan ERISA Team

Fiduciary Issues

IRA

Legislative updates

Defined Benefit Plan

Defined Contribution Plan

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