News
The latest updates
Regulatory Updates
Proposed Bill Would Create Portable Retirement Accounts
Representative Jim Himes (D-CT) and Senator Mark Warner (D-VA) have announced legislation to establish universal, portable retirement accounts.
Regulatory Updates
Updated Yield Curves and Segment Rates for DB Plans
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.
Regulatory Updates
Proposed IRA Restrictions in House Budget Reconciliation Amendment
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.
