The latest updates
The IRS has issued guidance for qualified retirement plans that escheat certain accounts of unresponsive or missing participants or beneficiaries to state unclaimed property funds.
The IRS has issued modified guidance for taxpayers to self-certify their eligibility for an extension of the 60-day deadline to complete an otherwise-eligible rollover.
The IRS has posted Notice 2020-77, guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
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
COVID-19 Resources and Regulatory Updates
COVID-19 has transformed the way we do business for the foreseeable future. Find out more about FuturePlan’s response, resources for small businesses and the latest regulatory updates.