Regulatory And Legislative
The latest updates
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for North Carolina Potential Tropical Cyclone Eight
The Federal Emergency Management Agency issued a Major Disaster Declaration on October 19, 2024, for North Carolina Potential Tropical Cyclone Eight.
Regulatory and Legislative
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2024-76, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
Regulatory and Legislative
IRS Posts Final Regulations on Withholding on Certain Distributions to Payees Outside the United States
The IRS has posted final regulations regarding income tax withholding on certain periodic payments and nonperiodic distributions from employer deferred compensation plans that are not eligible rollover distributions.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for North Carolina Potential Tropical Cyclone Eight
The Federal Emergency Management Agency issued a Major Disaster Declaration on October 19, 2024, for North Carolina Potential Tropical Cyclone Eight.
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2024-76, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
IRS Posts Final Regulations on Withholding on Certain Distributions to Payees Outside the United States
The IRS has posted final regulations regarding income tax withholding on certain periodic payments and nonperiodic distributions from employer deferred compensation plans that are not eligible rollover distributions.
Retirement Plan Disaster Assistance May Be Available for Alaska Flooding
The Federal Emergency Management Agency issued a Major Disaster Declaration on October 16, 2024, for Alaska flooding.
IRS Announces Applicable Federal Rates for November
The IRS has issued Revenue Ruling 2024-24 which contains the applicable federal rates (AFR) for October 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 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.
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.
