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Regulatory And Legislative

The latest updates

Regulatory and Legislative

IRS Announces Deadline Relief for Texas

IRS Announces Deadline Relief for Texas

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

Regulatory and Legislative

IRS Announces Deadline Relief for Texas

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

Retirement Plan Disaster Assistance May Be Available for Iowa Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for Iowa severe storms.

Retirement Plan Disaster Assistance May Be Available for Maine Severe Winter Storm

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for Maine severe winter storm.

Retirement Plan Disaster Assistance May Be Available for West Virginia Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for West Virginia severe storms, flooding, landslides, and mudslides.

Retirement Plan Disaster Assistance May Be Available for Nebraska Severe Winter Storm

The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for Nebraska severe winter storm and straight-line winds.

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

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.

Prospecting in 10 Minutes a Day on LinkedIn

With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.

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.