irs guidance

Retirement Plan Disaster Assistance May Be Available for New Hampshire Severe Storms and Flooding

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 14, 2023, for New Hampshire severe storms and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

Deadline Relief for Hurricane Idalia in Parts of Georgia

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

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

IRS Updates Procedures for Exceptions from Certain Electronic Filing Requirements

The IRS has issued Revenue Procedure 2023-31, which addresses requests for undue hardship waiver or administrative exception from the electronic filing requirements. 

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for Georgia Hurricane Idalia

The Federal Emergency Management Agency issued a disaster declaration on September 7, 2023, for Georgia Hurricane Idalia.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Deadline Relief for South Carolina Taxpayers Impacted by Idalia

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of Idalia in South Carolina.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for Maine Severe Storm and Flooding

The Federal Emergency Management Agency issued a disaster declaration on September 5, 2023, for Maine severe storm and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

Plan Sponsors May Be Able to Ignore 8955-SSA Late Filing Letters

The IRS has announced that plan sponsors who timely filed complete Forms 8955-SSA do not need to respond to CP 283-C penalty notices dated prior to September 1, 2023.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit 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

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