Expertise and Tools for a Competitive Edge


The latest updates

Regulatory Updates

New Guidance on Escheated Retirement Plan Account

The IRS has issued guidance for qualified retirement plans that escheat certain accounts of unresponsive or missing participants or beneficiaries to state unclaimed property funds.

Regulatory Updates

IRS Revises Rollover Self-Certification Rules

The IRS has issued modified guidance for taxpayers to self-certify their eligibility for an extension of the 60-day deadline to complete an otherwise-eligible rollover. 

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

COVID-19 Resources and Regulatory Updates

COVID-19 has transformed the way we do business for the foreseeable future. Find out more about FuturePlan’s response, resources for small businesses and the latest regulatory updates.


SECURE Act Video Series

Successor Beneficiary Rules
Disaster Tax Relief
Graduate and Postdoctoral Contributions