Regulatory And Legislative
The latest updates
Regulatory and Legislative
ERISA Insights - IRS Releases Proposed Rule for Catch-Up Contribution Provisions Under SECURE 2.0
The Internal Revenue Service has released proposed catch-up regulations that apply to certain retirement plans as provided by Sections 109, 117, and 603 of the SECURE 2.0 Act of 2022.
Regulatory and Legislative
ERISA Insights - IRS Releases Proposed Rule for Automatic Enrollment Provisions Under SECURE 2.0
The Internal Revenue Service has released proposed automatic enrollment regulations that apply to certain retirement plans as provided by Sections 101 and 341 of the SECURE 2.0 Act of 2022.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for California
The Federal Emergency Management Agency issued a Major Disaster Declaration on January 8, 2025, for California wildfires and straight-line winds.
Regulatory and Legislative
ERISA Insights - IRS Releases Proposed Rule for Catch-Up Contribution Provisions Under SECURE 2.0
The Internal Revenue Service has released proposed catch-up regulations that apply to certain retirement plans as provided by Sections 109, 117, and 603 of the SECURE 2.0 Act of 2022.
ERISA Insights - IRS Releases Proposed Rule for Automatic Enrollment Provisions Under SECURE 2.0
The Internal Revenue Service has released proposed automatic enrollment regulations that apply to certain retirement plans as provided by Sections 101 and 341 of the SECURE 2.0 Act of 2022.
Retirement Plan Disaster Assistance May Be Available for California
The Federal Emergency Management Agency issued a Major Disaster Declaration on January 8, 2025, for California wildfires and straight-line winds.
PBGC Announces 2025 Inflation Adjustments for Civil Penalties
The Pension Benefit Guaranty Corporation has published in the Federal Register inflation-adjusted penalty amounts for failure to provide certain notices or other material information and for failure to provide certain multiemployer notices.
DOL Announces 2025 Inflation Adjustments for Civil Penalties
The Department of Labor has published in the Federal Register several inflation-adjusted penalty amounts for certain failures associated with qualified retirement plans.
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 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation
Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.
Q&A with FuturePlan’s Aaron McIsaac
How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
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.
