futureplan erisa team

Washington Pulse: IRS Releases Final RMD Regulations

The Internal Revenue Service (IRS) has released final regulations that revise existing rules that apply to required minimum distributions (RMDs).

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS

IRS Guidance

Washington Pulse

IRS Announces Deadline Relief for Minnesota Severe Storms

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

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

Retirement Plan Disaster Assistance May Be Available for Hurricane Debby in Florida

The Federal Emergency Management Agency issued a Major Disaster Declaration on August 10, 2024, for Florida hurricane Debby.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

IRS Announces Deadline Relief for Hurricane Debby in South Carolina

The IRS has announced the postponement of certain tax-related deadlines for victims of hurricane Debby in South Carolina.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

IRS Announces Deadline Relief for Tropical Storm Debby in Florida

The IRS has announced the postponement of certain tax-related deadlines for victims of tropical storm Debby.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

IRS Announces Deadline Relief for Hurricane Debby in Georgia

The IRS has announced the postponement of certain tax-related deadlines for victims of hurricane Debby in Georgia.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

IRS Announces Deadline Relief for Tropical Storm Debby in North Carolina

The IRS has announced the postponement of certain tax-related deadlines for victims of tropical storm Debby in North Carolina.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

Proposal to Increase Retirement Plan Access for Younger Workers Introduced in House

Representatives Brittany Pettersen (D-CO) and Congressman Tim Walberg (R-MI) introduced the Helping Young Americans Save for Retirement Act.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

Proposals to Expand Access to ABLE Accounts Introduced

Senator Bob Casey (D-PA) has introduced a suite of bills intended to expand access to and increase awareness of Achieving a Better Life Experience (ABLE) accounts.

FuturePlan ERISA Team

ABLE Account

Legislative updates

Bill Allowing CITs in 403(b) Plans Introduced in Senate

Senators have introduced S. 4917, the Retirement Fairness for Charities and Educational Institutions Act.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

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