Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
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.
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.
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.
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.
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.
IRS Announces Deadline Relief for Hawaii
The IRS has announced the postponement of certain tax-related deadlines for victims of wildfires in Hawaii.
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor 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.
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.
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