futureplan erisa team

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

Retirement Plan Disaster Assistance May Be Available for Tennessee Severe Storms

The Federal Emergency Management Agency issued a disaster declaration on September 4, 2023, for Tennessee severe storms and straight-line winds.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

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

Retirement Plan Disaster Assistance May Be Available for Florida Hurricane Idalia

The Federal Emergency Management Agency issued a disaster declaration on August 31, 2023, for Florida Hurricane Idalia.

FuturePlan ERISA Team

Defined Contribution Plan

Defined Benefit Plan

IRA

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

DOL Extending Grace Period for EFAST2 Using Login.gov

The Department of Labor’s (DOL) Employee Benefits Security Administration has announced that it will extend the grace period to obtain new Login.gov credentials for the EFAST2 filing system until December 31, 2023.

FuturePlan ERISA Team

DOL

IRS

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

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