Expertise and Tools for a Competitive Edge

Regulatory And Legislative

The latest updates

Regulatory and Legislative

Deadline Relief for Hurricane Lee in Massachusetts

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

Deadline Relief for Hurricane Lee in Maine

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

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.

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. 

Retirement Plan Disaster Assistance May Be Available for New Hampshire Severe Storms and Flooding

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 14, 2023, for New Hampshire severe storms and flooding.

How Do You Select the Right TPA?

From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.

Use our guide to ask the right questions

Insights and Perspectives

Why 1 Million Visitors Love my.FuturePlan

Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.

Top 5 Selling Tips to Close Cash Balance Plan Sales

FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.

Is a safe harbor plan right for your small business?

Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.

Selling Beyond the 401k: Part Two of a Two-Part Series

Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.

5 Reasons to Add a Cash Balance Plan Before Year End

Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.