defined contribution plan

IRS Announces Deadline Relief for Florida

The IRS has announced the postponement of certain tax-related deadlines for victims of Idalia.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

IRS Announces Deadline Relief for Victims of Flooding in Alaska

The IRS has announced the postponement of certain tax-related deadlines for victims of flooding in Alaska.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Oregon

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 28, 2023, for Oregon severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Iowa Flooding

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 25, 2023, for Iowa flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Colorado Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 25, 2023, for Colorado severe storms, flooding, and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Provides Catch-Up Guidance Under SECURE 2.0

The IRS has issued Notice 2023-62 to address stakeholder concerns regarding implementation of Section 603 of the SECURE 2.0 Act.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

SECURE 2.0

Retirement Plan Disaster Assistance May Be Available for Alaska Flooding

The Federal Emergency Management Agency issued a disaster declaration on August 23, 2023, for Alaska flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Announces Deadline Relief for Hawaii

The IRS has announced the postponement of certain tax-related deadlines for victims of wildfires in Hawaii.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Tennessee

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 17, 2023, for Tennessee severe storms and straight-line winds. 

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Defined Benefit Plan

Spousal Consent Proposal Re-Introduced

Representative Lauren Underwood (D-IL) and Senator Tammy Baldwin (D-WI) have re-introduced H.R. 5060, the Women's Retirement Protection Act of 2023 in the House and Senate. 

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

Legislative updates

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