Expertise and Tools for a Competitive Edge

Regulatory And Legislative

The latest updates

Regulatory and Legislative

IRS Announces Deadline Relief for Michigan Severe Storms, Tornadoes, and Flooding

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

Retirement Plan Disaster Assistance May Be Available for California Severe Storm and Flooding

The Federal Emergency Management Agency issued a disaster declaration on February 19, 2024, for California severe storm and flooding.

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The Internal Revenue Service (IRS) has issued Notice 2024-24 on defined benefit (DB) pension plan minimum funding and present value calculations.

IRS Announces Applicable Federal Rates for March

The IRS has issued Revenue Ruling 2024-04, which contains the applicable federal rates (AFR) for March 2024.

Proposal Would Expand Medical Expense Coverage for Caregivers

Representatives Vern Buchanan (R-FL) and Mike Thompson (D-CA) have introduced H.R. 7222, the Lowering Costs for Caregivers 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

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.