Expertise and Tools for a Competitive Edge

Regulatory And Legislative

The latest updates

Regulatory and Legislative

Federal Prime Interest Rate Increased to 7.75 Percent

Effective February 1, 2022, the federal prime interest rate increased from 7.50 percent to 7.75 percent.

Form 5500 Guidance Under SECURE Act of 2019 Has Left the OMB

A final rule from the DOL titled “Implement SECURE Act and Related Revisions to Employee Benefit Plan Annual Reporting on the Form 5500” has left the OMB.

COVID-19 National Emergency Expected to End May 11

Earlier this week, President Biden announced his intent to extend the national emergency concerning the COVID-19 pandemic through May 11, 2023.

SECURE 2.0 Employer Tax Credits

This credit applies to qualified plans (defined contribution and defined benefit plans under IRC Sec. 401(a) and 403(a)), and SEP and SIMPLE plans.

Deadline Relief for California Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, flooding and landslides in California.

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

To Simplify the Complex, Technology Matters

Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan.

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.

Selling Beyond the 401k: Part One of a Two-Part Series

Advisors, look beyond the 401k and help your clients win the talent war with Cash Balance Plans. Find out how.

Financial Advisors: Don’t Ask For a Referral – Do This Instead

Four Steps to Fire Up Your Referral Pipeline – Without Asking for Referrals

Connect with FuturePlan at the NAPA 401(k) Summit April 3-5

The FuturePlan team is ready for the NAPA 401(k) Summit in Tampa Bay from April 3-5.