irs guidance

Retirement Plan Disaster Assistance May Be Available for Colorado Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 25, 2023, for Colorado severe storms, flooding, and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Provides Catch-Up Guidance Under SECURE 2.0

The IRS has issued Notice 2023-62 to address stakeholder concerns regarding implementation of Section 603 of the SECURE 2.0 Act.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

SECURE 2.0

Retirement Plan Disaster Assistance May Be Available for Alaska Flooding

The Federal Emergency Management Agency issued a disaster declaration on August 23, 2023, for Alaska flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Announces Deadline Relief for Hawaii

The IRS has announced the postponement of certain tax-related deadlines for victims of wildfires in Hawaii.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Announces Deadline Relief for Illinois

The IRS has announced the postponement of certain tax-related deadlines for victims of Illinois severe storms and flooding.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

IRA

Defined Benefit Plan

HSA

IRS Announces Deadline Relief for Mississippi

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

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

IRA

Defined Benefit Plan

HSA

Retirement Plan Disaster Assistance May Be Available for Illinois

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 15, 2023, for Illinois severe storms and flooding.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

IRA

Defined Benefit Plan

HSA

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The IRS has issued Notice 2023-61, which contains updated guidance on defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Mississippi

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 12, 2023, for Mississippi severe storms, straight-line winds, and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Montana

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 12, 2023.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

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