Regulatory And Legislative
The latest updates
Regulatory and Legislative
Physical Presence Requirement for Retirement Plan Consents Set to Expire
Earlier this year, the IRS issued Notice 2022-27, further extending temporary relief from the physical presence requirements for certain elections.
Regulatory and Legislative
Deadline Relief for New York Severe Winter Storm and Snowstorm
The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storm and snowstorm in New York.
Regulatory and Legislative
ESG Final Rule Published in Federal Register
The DOL’s final rule titled Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights has been published in the Federal Register.
Regulatory and Legislative
Physical Presence Requirement for Retirement Plan Consents Set to Expire
Earlier this year, the IRS issued Notice 2022-27, further extending temporary relief from the physical presence requirements for certain elections.
Deadline Relief for New York Severe Winter Storm and Snowstorm
The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storm and snowstorm in New York.
ESG Final Rule Published in Federal Register
The DOL’s final rule titled Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights has been published in the Federal Register.
Hardship Distributions May Be Permitted for West Virginia Storms
FEMA has issued a disaster declaration for severe storms, flooding, landslides, and mudslides in West Virginia.
Bill Proposed to Amend Family Attribution Rules
Senator Mark Kelly (D-AZ) and co-sponsor Senator Bill Cassidy (R-LA) have introduced S. 5125 the Family Attribution Modernization Act.
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
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.
Nyhart: Benefits Your Way
In 2019, Nyhart joined FuturePlan by Ascensus—an opportunity to merge the unique expertise of an actuarial powerhouse with the robust services FuturePlan already offers.
3(16) Fiduciary Services: What’s All the Hype About?
3(16) fiduciary services are one of the fastest growing sectors of the retirement plan industry today, but why do these plan administrators exist? We cover that in this post.
