The latest updates
Representative Jim Himes (D-CT) and Senator Mark Warner (D-VA) have announced legislation to establish universal, portable retirement accounts.
The IRS has issued Notice 2021-54, which contains updated guidance on factors used in certain DB pension plan minimum funding and present value calculations.
Proposed House Budget Reconciliation Amendment Includes IRA Restrictions
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.