FuturePlan Blog

Connect with FuturePlan at the NAPA 401(k) Summit April 3-5

The FuturePlan team is ready for the NAPA 401(k) Summit in Tampa Bay from April 3-5.

Visit us at booth 826 to meet or catch up with Teresa Hassara, our President and Carlo Guerrera, our Head of Institutional Sales, as well as members of our FuturePlan team. We’re looking forward to answering your questions and talking about your practice.

Teresa Hassara
President of FuturePlan by Ascensus

Carlo Guerrera
Head of Institutional Sales

Follow us on LinkedIn throughout the conference for daily updates on what we’re hearing from top advisors on the show floor.

Regulatory Updates

IRS Releases Draft Forms 1099-R and 5498 for 2023 Tax Year

IRS Releases Draft Forms 1099-R and 5498 for 2023 Tax Year

The IRS has posted draft versions of Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., and Form 5498, IRA Contribution Information for tax year 2023.