Regulatory And Legislative
The latest updates
Regulatory and Legislative
Deadline Relief for Hurricane Lee in Massachusetts
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.
Regulatory and Legislative
Deadline Relief for Hurricane Lee in Maine
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Missouri Severe Storms
The Federal Emergency Management Agency issued a disaster declaration on September 21, 2023, for Missouri severe storms, straight-line winds, tornadoes, and flooding.
Regulatory and Legislative
Deadline Relief for Hurricane Lee in Massachusetts
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.
Deadline Relief for Hurricane Lee in Maine
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.
Retirement Plan Disaster Assistance May Be Available for Missouri Severe Storms
The Federal Emergency Management Agency issued a disaster declaration on September 21, 2023, for Missouri severe storms, straight-line winds, tornadoes, and flooding.
Several Bills Amending ERISA Advance out of House Committee
The House Education and Workforce Committee held a mark-up of several proposals, including four bills.
Retirement Plan Disaster Assistance May Be Available for New Hampshire Severe Storms and Flooding
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 14, 2023, for New Hampshire severe storms and flooding.
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
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.
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.
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.
