futureplan erisa team

IRS Announces Deadline Relief for Kentucky Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, tornadoes, landslides, and mudslides in Kentucky.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

IRS Releases Guidance for Certain SECURE 2.0 Distribution Provisions

The Internal Revenue Service has issued Notice 2024-55, providing guidance on two provisions permitted under the SECURE 2.0 Act of 2022 (SECURE 2.0); emergency personal expense distributions and domestic abuse victim distributions.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS

IRS Guidance

Washington Pulse

IRS Issues Procedures for Requesting Defined Benefit Plan-Specific Mortality Table

The Internal Revenue Service has released Revenue Procedure 2024-32.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRS Issues Regulations for Plan-Specific Substitute Mortality Tables for Determining Present Value

The Internal Revenue Service has released final regulations regarding the use of mortality experience data for the COVID-19 pandemic period.

FuturePlan ERISA Team

IRS

IRS Guidance

Retirement Plan Disaster Assistance May Be Available for Oklahoma Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on July 23, 2024, for Oklahoma severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for Kentucky Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on July 23, 2024, for Kentucky severe storms, straight-line-winds, tornadoes, landslides and mudslides.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for Missouri Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on July 23, 2024, for Missouri severe storms, straight-line-winds, tornadoes and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for Puerto Rico Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on July 23, 2024, for Puerto Rico severe storms, flooding, landslides and mudslides.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

IRS Announces Deadline Relief for Hurricane Beryl in Texas

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

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

PBGC Updates Instructions for 4010 and Missing Participant Program Filings

The Pension Benefit Guaranty Corporation has released updated filing requirements related to changes its final rule on valuations and assumptions methods issued last month.

FuturePlan ERISA Team

Defined Benefit Plan

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