ira

Proposed Regs for Disaster-Related Deadline Postponements

IRS Proposes Regulations for Automatic Deadline Postponements for Federally Declared Disasters  

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

PPP Reopens the Week of January 11 2021

Paycheck Protection Program reopens the week of January 11, 2021. 

FuturePlan ERISA Team

COVID-19

Defined Contribution Plan

IRA

Deadline Relief for Mississippi Hurricane Zeta Victims

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

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

IRS Releases 2021 Tax Year Reporting Forms 1099-R and 5498

The IRS has posted at its website the 2021 tax year version of Form 1099-R and Form 5498. 

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

IRA

Investment Advice Fiduciary Class Exemption Published

Investment Advice Fiduciary Class Exemption Published, Effective Date Set

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Fiduciary Issues

IRA

IRS Announces Deadline Relief for Alabama Hurricane Zeta Victims

The IRS announced the postponement of certain tax-related deadlines for Alabama victims of Hurricane Zeta. 

FuturePlan ERISA Team

IRA

Defined Benefit Plan

Defined Contribution Plan

IRS Guidance

DOL Issues Investment Advice Fiduciary Class Exemption

The EBSA has issued the long-awaited Prohibited Transaction Exemption providing guidance to investment advisors who counsel retirement and other investors. 

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Fiduciary Issues

IRA

Retirement Spotlight: IRS Releases Escheatment Guidance

This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

IRA

IRS Guidance

Retirement Spotlight

Updated Life Expectancy Tables Published

The IRS has provided updated life expectancy tables.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

IRS Updates Life Expectancy Tables for Determining RMDs

The IRS has issued a pre-publication version of final regulations that update life expectancy tables for determining RMDs for tax-qualified retirement savings arrangements.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

IRA

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