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Regulatory And Legislative

The latest updates

Regulatory and Legislative

ERISA Insights – IRS Releases RMD Regulations

ERISA Insights – IRS Releases RMD Regulations

The Internal Revenue Service has released final regulations that revise existing regulations applicable to RMDs, eligible rollover distributions, and excess accumulation tax.

Regulatory and Legislative

ERISA Insights – IRS Releases RMD Regulations

The Internal Revenue Service has released final regulations that revise existing regulations applicable to RMDs, eligible rollover distributions, and excess accumulation tax.

Retirement Plan Disaster Assistance May Be Available for Montana Severe Storm

The Federal Emergency Management Agency issued a Major Disaster Declaration on July 18, 2024, for Montana severe winter storm and flooding.

DOL Launches Online Filing Option for Abandoned Plans

The Department of Labor has launched an online filing system for termination administrators to be able to submit required information for abandoned plans to DOL.

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The Internal Revenue Service has issued Notice 2024-59, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.

IRS Announces Applicable Federal Rates for August

The IRS has issued Revenue Ruling 2024-15, which contains the applicable federal rates (AFR) for August 2024.

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.