News

Deadline Relief for Hurricane Ida Victims in New York

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of Hurricane Ida in New York.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

House Budget Reconciliation Text Includes Retirement Reform

The House Ways and Means Committee has released draft legislative text as part of what is currently planned to be a $3.5 trillion tax and spending package.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Legislative updates

IRS Provides Amendment Guidance

The IRS has released Revenue Procedure 2021-37, providing procedures for the issuance of opinion letters and the timing requirements of remedial amendment periods for Cycle 2 approvals of 403(b) plans.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

Deadline Relief for Hurricane Ida Victims

The IRS has issued news releases IR-2021-175 and LA-2021-04 announcing the postponement of certain tax-related deadlines for Hurricane Ida victims in Louisiana.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRA

IRS Guidance

IRS Deadline Relief for Tennessee Storms Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for Tennessee victims of severe storms and flooding.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRS

IRS Guidance

GAO Reports on 401(k) Fee Information

The GAO’s recent report “401(K) Retirement Plans – Many Participants Do Not Understand Fee Information, but DOL Could Take Additional Steps to Help Them”.

FuturePlan ERISA Team

Defined Contribution Plan

IRS Deadline Relief for California Wildfire Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for California wildfire victims.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRS

IRS Guidance

Intac and FuturePlan: Welcome to Our Growing Family

Intac’s company name will officially change to FuturePlan at the end of August. Read about how we’re creating that future together.

Charles Rosenberg, CRA, CRC, AIF

Intac

FuturePlan

Legacy Firm

Legacy Spotlight

Updated Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2021-50, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

Retirement

Employer

Defined Benefit Plan

Retirement Distribution Relief for Federal Disasters

Senators Bill Cassidy and Robert Menendez have introduced legislation that would make permanent certain rules for distributions and loans from retirement plans and IRAs in connection with federally declared disasters.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Legislative updates

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