defined contribution plan

Retirement Plan Disaster Assistance May Be Available for Alabama Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on May 5, 2023, for severe storms, straight-line winds and tornadoes in Alabama.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Deadline Relief for California Severe Winter Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storms, straight-line winds, flooding, landslides, and mudslides in California.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

IRS Releases Proposed Forfeiture Guidance

The IRS recently released proposed regulations regarding the use of forfeitures within qualified retirement plans.

FuturePlan ERISA Team

Washington Pulse

IRS

Defined Contribution Plan

Disaster Assistance May Be Available for Florida Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 27, 2023, for severe storms, tornadoes, and flooding in Florida.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

IRA

Proposal Directing SEC to Allow Electronic Delivery Advances Out of Committee

A bill introduced by Congressman Bill Huizenga (R-MI), has been passed out of the House Financial Services Committee.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

Disaster Assistance May Be Available for Nevada Severe Winter Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration for severe winter storms, flooding, landslides, and mudslides in Nevada.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

IRA

Bill Proposed in House to Allow CITs in 403(b) Plans

Congressman Patrick McHenry (R-NC), Chairman of the House Financial Services Committee has introduced H.R. 2799, the Expanding Access to Capital Act.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

Disaster Assistance May Be Available for Oklahoma Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 24, 2023, for Oklahoma severe storms.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

Deadline Relief for Oklahoma Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornadoes in Oklahoma.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

IRA

HSA

Disaster Assistance May Be Available for Texas Severe Storm

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 21, 2023, for a severe winter storm in Texas.

FuturePlan ERISA Team

Legislative updates

Defined Contribution Plan

IRA

No Results