- Resources
- FuturePlan ERISA Team
FuturePlan ERISA Team
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Iowa Severe Storms (1)
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 24, 2024, for Iowa severe storms for the incident period of May 20, 2024 – May 21, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Maine Severe Winter Storm
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 24, 2024, for Maine severe winter storm, for the incident period of April 3, 2024 – April 5, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for West Virginia Severe Storms
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 24, 2024, for West Virginia severe storms, flooding, landslides, and mudslides, for the incident period of April 11, 2024 – April 12, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Nebraska Severe Winter Storm
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 24, 2024, for Nebraska severe winter storm and straight-line winds, for the incident period of April 6, 2024 – April 7, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for West Virginia (1)
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 22, 2024, for West Virginia severe storms, straight-line winds, tornadoes, flooding, landslides, and mudslides, for the incident period of April 2, 2024 – April 6, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Kentucky
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 22, 2024, for Kentucky severe storms, straight-line winds, tornadoes, landslides, and mudslides, for the incident period of April 2, 2024.
Regulatory and Legislative
Washington Pulse: DOL Releases Final Investment Advice Fiduciary Rule
The Department of Labor (DOL) recently released a regulatory package that includes a final amendment (the Retirement Security Rule) to the regulations that define what constitutes an investment advice fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA) Title I and Title II (codified in the Internal Revenue Code).
Regulatory and Legislative
IRS Announces Deadline Relief for Iowa Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of Iowa severe storms and tornadoes.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Texas Severe Storms
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 17, 2024, for Texas severe storms, straight-line winds, tornadoes, and flooding, for the incident period of April 26, 2024, and continuing.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Massachusetts Severe Storms
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on May 15, 2024, for Massachusetts severe storms and flooding, for the incident period of September 11 – 13, 2023.