Regulatory And Legislative
The latest updates
Regulatory and Legislative
Deadline Relief for Virgin Islands Water Supply
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of taxpayers impacted by elevated levels of lead and copper in water supply in Saint Croix, US Virgin Islands.
Regulatory and Legislative
IRS Issues Long-Awaited Long-Term Part-Time Employee Guidance
The IRS has released a proposed rule reflecting statutory changes made by the SECURE Act and SECURE 2.0 related to long-term, part-time employees.
Regulatory and Legislative
Disaster Assistance May Be Available for California Hurricane Hilary
The Federal Emergency Management Agency issued a disaster declaration on November 21, 2023, for California Hurricane Hilary, for the incident period of August 19-21, 2023.
Regulatory and Legislative
Deadline Relief for Virgin Islands Water Supply
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of taxpayers impacted by elevated levels of lead and copper in water supply in Saint Croix, US Virgin Islands.
IRS Issues Long-Awaited Long-Term Part-Time Employee Guidance
The IRS has released a proposed rule reflecting statutory changes made by the SECURE Act and SECURE 2.0 related to long-term, part-time employees.
Disaster Assistance May Be Available for California Hurricane Hilary
The Federal Emergency Management Agency issued a disaster declaration on November 21, 2023, for California Hurricane Hilary, for the incident period of August 19-21, 2023.
Disaster Assistance May Be Available for Illinois Excessive Rainfall
The Federal Emergency Management Agency issued a disaster declaration on November 20, 2023, for Illinois excessive rainfall.
Document Guidance for Qualified Pre-Approved and 403(b) Plans
The IRS has released Revenue Procedure (Rev. Proc.) 2023-37, which contains new rules for qualified pre-approved plans and 403(b) 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 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.
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.
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.
