- Resources
- FuturePlan ERISA Team
FuturePlan ERISA Team
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Oklahoma Storm Victims
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on June 14, 2024, for Oklahoma severe storms, straight-line-winds, tornadoes and flooding, for the incident period of May 19 – May 28, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Idaho Storms
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on June 10, 2024, for Idaho severe storms, flooding, landslides and mudslides, for the incident period of April 14 – April 15, 2024.
Regulatory and Legislative
Treasury Issues RFI Regarding Opportunities and Risks of AI
The Department of Treasury has issued a request for information from the financial services sector on potential opportunities and risks related to the use of Artificial Intelligence.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Mississippi Storms
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on June 10, 2024, for Mississippi severe storms, straight-line-winds, tornadoes, and flooding, for the incident period of April 8 – April 11, 2024.
Regulatory and Legislative
IRS Announces Deadline Relief for West Virginia Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of West Virginia severe storms, straight-line winds, tornadoes, flooding, landslides, and mudslides. The tax relief postpones various tax filing deadlines that began on April 2, 2024. Affected individuals and households who reside or have a business in Boone, Brooke, Cabell, Fayette, Hancock, Kanawha, Lincoln, Marshall, Nicholas, Ohio, Preston, Putnam, Tyler, Wayne and Wetzel counties, as well as taxpayers with records located in the covered area that are needed to meet covered deadlines, qualify for relief.
Regulatory and Legislative
IRS Announces Deadline Relief for Kentucky Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of Kentucky severe storms, straight-line winds, tornadoes, landslides, and mudslides. The tax relief postpones various tax filing deadlines that began on April 2, 2024. Affected individuals and households who reside or have a business in Boyd, Carter, Fayette, Greenup, Henry, Jefferson, Jessamine, Mason, Oldham, Union, and Whitley counties, as well as taxpayers with records located in the covered area that are needed to meet covered deadlines, qualify for relief.
Regulatory and Legislative
PBGC Finalizes Changes to Assumptions Used in Certain Valuations
The Pension Benefit Guaranty Corporation (PBGC) has released a final rule titled Valuations Assumptions and Methods.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Arkansas Severe Storms (1)
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 30, 2024, for Arkansas severe storms, straight-line winds, tornadoes, and flooding, for the incident period of May 24 – 27, 2024.
Regulatory and Legislative
Increased Retirement Plan Start-Up Credit for Micro Businesses Proposed in Senate
Senators Maggie Hassan (D-NH) and Tedd Budd (R-NC) have introduced S. 4398, the Retirement Investment in Small Employers (RISE) Act.
Regulatory and Legislative
IRS Announces Deadline Relief for Texas
The IRS has announced the postponement of certain tax-related deadlines for victims of Texas severe storms, straight-line winds, tornadoes, and flooding.